IFG Viewpoint & Outlook
No Tax on Social Security Benefits?
We all love free money; and no taxes on Social Security sounds good! Hey, Social Security benefits weren’t taxed for many years!
January 27, 2025
Category: IFG Viewpoint & Outlook
IFG Viewpoint & Outlook
SECURE Act 2.0: RMD Age Hikes Coming?
RMD age hikes may not be the blessing you think. The question just might be who is more secure? Retirees or future government spending?
August 8, 2022
Annuities
Hidden Surrender Charges
I don’t know anyone, certified financial planner professionals included, who is a fan of surrender charges; but, economically they are a fact of life for many products simply to make the offering available and viable for the investment or financial product provider.
September 14, 2020
Annuities
No RMDs for 2020!
Required minimum distributions (RMDs) have been eliminated for 2020 due to the COVID-19 pandemic; but, you just might want to consider taking a distribution anyway. Why?
August 14, 2020
Annuities
Three Tips for Building Family Wealth
Most people work long hours for 30+ years trying to build wealth for themselves and their families. These three tips can make it a little easier.
July 6, 2020
IFG Viewpoint & Outlook
The Investment Model And It’s Amazing Hidden Powers.
Few understand the power of the investment allocation model, even in – especially in – times of crisis; but the power can be great when tied to a long-range financial plan.
May 18, 2020
IFG Viewpoint & Outlook
Would You Build A House Without a Blueprint?
If you’re receiving Social Security, Pension, or other guaranteed income, you may want to rethink how your nest-egg is arranged for long-term inflation risk.
May 4, 2020
Economy
Are the Markets On Their Way Back?
Increased debt, the worry of a debt spiral, low yields, and future taxes – all make a solid plan more important than ever. Unfortunately, too many put it off until the’re “confident’, but they never get there.
April 20, 2020
IFG Viewpoint & Outlook
April 6, 2020
IFG Viewpoint & Outlook
March 18, 2020
