Planning
I.R.S. RULING MIGHT CREATE TIMING ISSUES
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
September 30, 2019
Category: Retirement
IFG Viewpoint & Outlook
Getting Ready to Take a RMD? Here’s a 4-Point Checklist.
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
September 26, 2019
IFG Viewpoint & Outlook
Worried About the Markets? Maybe you should(n’t) try alternatives – part 2.
Do annuities make sense as an alternative. It depends on what you think your postponed taxes will look like.
September 25, 2019
IFG Viewpoint & Outlook
Worried About the Markets? Maybe you should(n’t) try alternatives.
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
September 21, 2019
IFG Viewpoint & Outlook
ROLLOVER MISTAKES CAN BE COSTLY
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
September 12, 2019
IFG Viewpoint & Outlook
Annuities Can Generate Guaranteed Income for Life! So, why do people hate them?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
August 2, 2019
IFG Viewpoint & Outlook
Financial Literacy College Courses May Become Mandatory
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
July 22, 2019
IFG Viewpoint & Outlook
Do You REALLY Want to Invest Like Warren Buffett?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
July 15, 2019
IFG Viewpoint & Outlook
RMDs Rules About to Change?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
July 8, 2019
IFG Viewpoint & Outlook
Withdrawal Tax-Traps You Want to Avoid!
The financial planning profession has changed dramatically since I opened my first office in 1991; but, the financial services industry – not to be confused with the profession that operates alongside it – seems to have changed little, though it’s changed a lot. What? I’ll explain.
June 28, 2019