Baby Boomers Archives

Avoid taxation following these IRA rollover rules

Little-Known IRA Rollover Rule Has Big Consequences

September 9, 2020
/ Investors
/ By Jeffrey Kelley

Tags: Accounting-Auditing-Taxation, Baby Boomers, Estate Planning & Asset Protection, Retirement,

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.

Women: It’s Time to Take Charge of Family Finances

August 28, 2020
/ Personal Finance
/ By Rhonda Ducote

Tags: Baby Boomers, Estate Planning & Asset Protection, Family Dynamics, Financial Literacy, Personal Finance/Investing,

Studies show a majority of wives are uninvolved in family finances. Here’s how advisors and spouses can address financial planning for women.

Beyond the Fringe: Alternative Asset Classes Go Mainstream

August 25, 2020
/ Investors
/ By John Drachman

Tags: Alternative Assets, Baby Boomers, Diversification, Personal Finance/Investing, Private Equity, Retirement,

Alternative asset classes are going mainstream thanks to recent legislation and fewer publicly traded companies, but are retail investors ready?

a baby boomer woman, representing women and the great wealth transfer

The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing

May 1, 2020
/ Investors
/ By Rhonda Ducote

Tags: Advisors, Baby Boomers, Estate Planning & Asset Protection, Family Dynamics, Financial Literacy, Financial Management, Financial Services,

The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?

An elderly woman and her granddaughter excitedly examine their stock portfolios on the granddaughter's phone, as they discuss tax strategy and variable annuities

Multi-Generational Tax Strategy for High Net Worth Families

April 3, 2020
/ Personal Finance
/ By Gerry Nowotny

Tags: Accounting-Auditing-Taxation, Advisors, Baby Boomers, Estate Planning & Asset Protection, Financial Management, Personal Finance/Investing,

To protect wealth for future generations, high-net-worth families shoud consider private placement variable annuities in their estate planning tax strategy.

A retiree looks out the window and contemplates her finances

America’s Retirement Crisis: Problems and Solutions

August 8, 2019
/ Investors
/ By Kristina Parren

Tags: Baby Boomers, Financial Literacy, Financial Management, Millennials, Personal Finance/Investing, Retirement,

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?

2018 IRA Alerts Investors Will Want to Know

Tags: Baby Boomers, Financial Literacy, Financial Management, Personal Finance/Investing, Retirement,

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 […]

A Few Minutes With…Alexey Sokolin, COO of Vanare

July 14, 2015
/ Investors
/ By The Financial Poise Editors

Tags: Advisors, Baby Boomers, Financial Management, Millennials, Personal Finance/Investing,

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.

Articles tagged: Baby Boomers