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
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
Alternative asset classes are going mainstream thanks to recent legislation and fewer publicly traded companies, but are retail investors ready? Read More
The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth? Read More
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 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
What to Consider Before Making Your Retirement Move The best advice for retirement is simple: plan early. You may have enrolled in a 401k and saved money, but knowing how to retire is more than that. Whether you want to retire to the mountains or the beach, there are many factors to consider that will […] Read More
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
Long-Term Care Insurance Protects You and Your Assets The biggest threat to one’s nest egg or the assets that he wishes to leave his loved ones is not necessarily a recession or tumbling stock market, but rather the debilitating march of time that could cause them to face the kind of chronic illness or disability […] Read More
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