From: www.thinkadvisor.com
The College Savings Recovery Act would allow rollovers of unused education savings without a tax penalty.
Sens. Richard Burr, R-N.C., and Bob Casey, D-Penn., have introduced the College Savings Recovery Act, legislation to allow for special rollovers to Roth IRAs from long-term qualified tuition programs without a penalty.
The College Savings Recovery Act, introduced Tuesday, was originally included as part…
Do you have over $100,000? Watch this video, and receive your free Safety First Strategy Assessment.
From: www.retirementplanning.net
Whether you are inching closer to your retirement or have a long time to go before you retire, paying attention to retirement planning is important if you want to secure your golden years of life. If you save a good chunk of your income in retirement and investment accounts, you have already won half the battle. However, to make it successfully to…
From: www.investmentnews.com
Although the SECURE Act eliminated stretch IRAs for most beneficiaries, replacing them with the 10-year post-death payout rule, some beneficiaries can still use a stretch IRA.
The so called “stretch IRA” allows designated beneficiaries to extend required minimum distributions and the tax deferral over their life expectancy based on their age in the year after death. Designated beneficiaries are individual beneficiaries named on…
From: www.thinkadvisor.com
Vanguard on Tuesday released the latest edition of How America Saves, its report on 401(k) plan design and retirement savings habits.
Based on an examination of retirement plan data from 5 million defined contribution plan participants across Vanguard’s recordkeeping business, the report found that while employers have made significant progress in adopting leading plan…
From: www.lordabbett.com
In this video, Lord Abbett investment Strategist Joseph Graham examines ways to navigate risk in today’s fixed income environment.
From: www.thinkadvisor.com
Inflation is at the highest level we’ve seen in decades. This has affected virtually all aspects of our economy and the finances of many Americans. A group of clients who could be especially susceptible to the impact of inflation are those in or near retirement.
Here are some strategies to help this group of clients…
From: www.thinkadvisor.com
As your clients who are using Medicare know, Part A is free, but there is a monthly premium for Parts B and D.
There is a base premium, and this premium will increase if your client earns too much money.
Part B is the medical insurance coverage under Medicare, Part D is prescription drug coverage. IRMAA stands for income-related monthly adjustment…
Go to page: Turning Your New Post-Retirement House Into Home: 3 Tips for Quickly Settling InBy Mary Shannon
Individuals often move after retiring. Perhaps they were forced to relocate for work and now want to return to their hometown to be closer to family or travel to a place with a warmer climate, less congestion, or more privacy. Many downsize to a smaller house or go to a place with a lower cost of living to account for a smaller income as part of their retirement plan.
If you are among…
From: Joeseph Clark, CFEd®, RFC®
Managing risk is as important today as it has always been. For example, when it comes to our biggest asset, our home, we’re protected with homeowners insurance. When it comes to our cars and the risk of liability in the event of an accident, our autos are insured. And of course, when it comes to our health and the enormous…
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