Secure Act Forcing Shift in IRA Planning
By William H. Byrnes | Robert BloinkClients should be made aware of the changes so that they can modify both their savings and withdrawal strategies.
December 04, 2019
Skip the Cash Gift, Try a Kiddie Roth IRA for the HolidaysAn often overlooked tool for helping children or grandchildren begin their savings program is the Roth IRA.
November 26, 2019
Are Fixed Indexed Annuities Trending Again for 2020?With the demise of the old Labor fiduciary rule and other rules, fixed indexed annuities might be making a comeback.
November 25, 2019
Year-End Tax Opportunities to LeverageIt's time to consider Roth conversions and harvest some losses and gains.
November 25, 2019
SRI: How Advisors Can Bridge Idea and PracticeJust as index investing stumped advisors in the mid-1970s, sustainable investing may take time to catch on.
November 20, 2019
4 Common Questions About Reverse MortgagesThese questions are most frequently asked by advisors and some clients about the basic rules of reverse mortgages.
November 19, 2019
2020 Medicare Changes Highlight Valuable Income-Minimization StrategiesBecoming subject to Medicare's income-based surcharges can increase Medicare premium costs substantially.
November 08, 2019
Avoiding Roth IRA Conversion Tax TrapsOne potential trap in converting to a Roth applies to clients who have yet to reach age 59 ½.