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Articles tagged: Baby Boomers
Little-Known IRA Rollover Rule Has Big Consequences
Avoid making the Forbes Top Tax Cases list with a review of the IRA rollover rule, which limits the number of IRAs you can rollover per year. Read More
Women: It’s Time to Take Charge of Family Finances
Studies show a majority of wives are uninvolved in family finances. Here’s how advisors and spouses can address financial planning for women. Read More
Beyond the Fringe: Alternative Asset Classes Go Mainstream
Alternative asset classes are going mainstream thanks to recent legislation and fewer publicly traded companies, but are retail investors ready? Read More
The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing
The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth? Read More
Multi-Generational Tax Strategy for High Net Worth Families
To protect wealth for future generations, high-net-worth families shoud consider private placement variable annuities in their estate planning tax strategy. Read More
America’s Retirement Crisis: Problems and Solutions
America is facing a retirement crisis. Less than half of Americans are confident in their retirement security. What can you do to retire at 67? Read More
Calling the Shots: Self-Directed IRAs Span Every Asset Class
IRAs Defined An Individual retirement account (IRA) is just that – an account where an individual, without the assistance of an employer (like a 401k requires), invests money that will grow over time. The purpose of this exercise is to provide a nest egg for retirement. An IRA can be invested in a variety of […] Read More
2018 IRA Alerts Investors Will Want to Know
The tax prep season perennially stirs financial advisors to reach out to their retirement-minded clients to review asset allocation strategies. There are several 2018 IRA alerts and reminders that may make this tax season a little smoother for everyone. 2018 IRA Alerts May Affect Tax Season Strategies One strategy that received a boost in 2017 […] Read More
A Few Minutes With…Alexey Sokolin, COO of Vanare
Alexey Sokolin is the 30-year-old partner and Chief Operating Officer of Vanare, the first platform to combine a Robo-Advisor with Traditional Wealth Management Services. Sokolin was previously Founder and Chief Executive Officer of NestEgg Wealth, a next-generation technology company and RIA that pioneered online wealth management in partnership with financial advisors, reaching new customers by automating financial advice online. Read More