Inflation
Will My Money Last?
If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!
August 2, 2024
Category: Planning
Planning
Planning Your Future Without a Roadmap?
You want to begin planning your future life, but aren’t sure how. You want help but don’t know how to get stareted. Sound familiar? It should.
September 14, 2023
IRAs
The Big (Expensive) Rollover Mistake Some People Make
At retirement, some people receive a check from their employer for their 401(k) balance and write a check for deposit into their IRA before the 60-day deadline, just like they were told, to avoid any problems with the IRS. They’ve met the deadline. The money is now in their IRA. They’re clear and the rollover is complete…. or is it?
March 14, 2023
Family Issues
IRAs With Excess Assets Impact Family Members Too!
After passage of the SECURE Act of 2019, non-spouse IRA beneficiaries are now required to liquidate their inherited IRAs by the end of the 10th year. Often, that means they’ll be withdrawing taxable income from the inherited IRAs during their peak earning years – great gift for Uncle Sam, but not so good for the kids.
January 9, 2023
Investing
Looking for a Riskless Alternative to Risky Investments?
How about an asset class that doesn’t have the risks of stocks or bonds? One that can provide stability and peace of mind.
November 14, 2022
Estate
Planning for Retirement? Here are a few tips!
For some people, planning for retirement can feel like trying to eat an elephant; but, it doesn’t have to be that way. Before making big decisions, it’s always important to get the ducks lined-up first.
September 29, 2022
Family Issues
Managing an Inheritance
Managing inherited money isn’t as simple as depositing the check and picking some sure-fire investments.
July 11, 2022
Planning
Remember 1966? How About 1967?
Retirement decisions can be momentous. Which year you would have remembered would depend on if you retired back then… and which year!
June 28, 2022
Planning
Tax Planning for Retirement Income
Tax Planning doesn’t stop at retirement. In fact, tax planning is important for optimizing retirement income – and it changes during all four stages of retirement.
May 23, 2022
Investing
To Roll or Not to Roll
Good question. Whether or not you should roll-over your retirement funds to an IRA….. it depends (#1 in the consultant’s handbook of responses).
May 13, 2022
