Thinking About a Rollover?
No, we’re not training your dog. But, if you’re nearing retirement, you know exactly what a rollover is – and you know it’s a big decision.
January 16, 2023
Archive
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
When Should You Apply for Social Security Benefits?
Mistakes can be costly – and may be permanent!
December 13, 2022
ESG Investing: Really Worthwhile or Just Another Wall Street Gimmick?
The value of ESG – or even what it is – hasn’t been defined. So, it depends on who you ask, how the law is interpreted, and apparently, who’s doing the packaging. Oh, yes, it also depends on how you quantify it.
November 27, 2022
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
Did You Know the Government Subsidizes Market Losses in Traditional IRA and 401K accounts?
True! Market losses aren’t all yours. The IRS subsidizes part of them.
October 28, 2022
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
Customer Service is a Problem at Social Security
Have you tried to call Social Security lately? If so, this won’t come as much of a surprise – customer service is all but non-existent.
August 22, 2022
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
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
