Tag: retirement accounts
Jan 27, 2020
Watch this video on YouTube After my recent column on the SECURE Act, a client asked, “What are you going to do about this? It makes the planning we’ve done useless.” The good news is that, while the Act will mean some retooling of estate and retirement...
Jun 10, 2019
A relatively radical bill moving through Congress will mostly eliminate passing on to heirs the benefits of tax-deferred and tax free IRAs. Why haven’t you heard anything about this money grab? Maybe because the bill has so much bipartisan support instead of political...
Nov 11, 2018
Watch this video on YouTube If your employer offers a 401(k) or other retirement plan, contributing to that plan is a foundation of your retirement savings. However, as you approach retirement age, you might consider moving some of your retirement funds out of your...
Mar 26, 2018
Watch this video on YouTube Life insurance is an important financial planning resource. However, it is not meant as a source of income. Its primary purpose is to provide the means to replace income or to pay taxes or debts. Not everyone needs life insurance. Once you...
Apr 18, 2016
Watch this video on YouTube The Department of Labor’s groundbreaking new Fiduciary Rule may change the legal responsibilities of advisors who sell financial products for consumers’ retirement accounts. Financial services industry pundits aren’t sure...
