Economy
Higher Taxes Ahead?
What could those tax hikes look like? Let’s consider the possibilities.
July 10, 2021
Year: 2021
IRAs
When to Name a Trust as your IRA Beneficiary
IRAs are popular choices as a retirement vehicle, today holding over $11 trillion in assets, estimated to comprise more than one-third of all retirement assets. What’s interesting is that naming trusts as IRA beneficiaries has become more common.
June 24, 2021
IRAs
SECURE Act 2.0?
Remember when we heard the SECURE Act eliminated the stretch IRA for most all non-spouse beneficiaries?
June 9, 2021
Planning
Women and Social Security Land Mines
Bad decisions can create time bombs, and few decisions can be as disastrous as those that result from the mistakes many women make when it comes to claiming Social Security benefits. This is particularly true for widows, divorced spouses, and stay-at-home parents.
May 20, 2021
IRAs
Retirement Income Planning Gains Importance.
Retirement Income Planning Gains Importance.
May 7, 2021
Investing
IRA Rollover Mistakes Can Be Irrevocable
IRA rollover mistakes are easy to make and could be impossible to correct. It’s worth understanding that every time IRA or 401(k) money is touched, it’s a gamble for those who don’t know what they’re doing.
April 20, 2021
Uncategorized
What Does A Tax Strategy Look Like?
There are many possible tax strategies available. The question, of course, is which, if any, are appropriate for you.
March 11, 2021
Investing
Noise vs News
In a social media world, many believe whatever they read on the internet – and accept credentials at face value. Media noise and news can be hard to differentiate.
February 24, 2021
Investing
Investment Strategy Is About More Than Returns.
Investment strategy tied to a plan can be powerful. Doing things a little differently can make a big difference.
February 4, 2021
Medicare
Medicare: Things May Be Worse Than You Think.
Don’t look now, but there are major real problems ahead for Medicare.
And we’re not talking about the “down the road” distant future.
January 20, 2021
