David H. Morgan joins the LTC Minute to talk about how tax-free money can be created for long-term care.
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Estate Planning in 2021 and Beyond
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Estate Planning in 2021 and Beyond
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
The new administration has proposed tax changes that could affect estate planning for the wealthy.
While these proposals may not pass, they offer an important reminder. No matter what, it’s important to remain alert to how the tax code can affect investments and the assets we want our families to inherit.
And while it’s hard to act in the…
Dalbar 2021 Investor Behavior Infopgraphic
For the PDF:
5 Issues for Bond Investors to Consider: Wells Fargo
5 Issues for Bond Investors to Consider: Wells Fargo
From: www.thinkadvisor.com
Fixed income has an important role to play in a well-diversified portfolio, even in today’s rising interest rate environment, according to a new report from Wells Fargo Investment Institute.
The report puts forward five characteristics of bonds it says investors should consider before they make changes to their bond holdings.
1. Performance
Investors should judge fixed income performance by…
2021 Value of an Advisor Study
2021 Value of an Advisor Study
From: Russel Investments: Full Study
A sharper focus on the value of your advice.
Executive summary
Russell Investments has always focused on the value of advisors. And never was an advisor’s value so obvious as during 2020.
It was a year that tested both investors and advisors in so many ways. Financial markets fell sharply early in the year when the global spread of the COVID-19 virus forced…
Inheritance and IRAs
Inheritance and IRAs
From: www.birchgold.com
Unfortunately, when it comes to inheritance and IRAs, nothing is straightforward. Even though the inheritance rules are the same regardless of account type (Roth IRA, traditional IRA, SEP IRA, etc), each inheritance case is unique. By the end of this guide, you will understand:
Taking a Closer Look at Cryptocurrency
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Taking a Closer Look at Cryptocurrency
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
What do you know about cryptocurrency? Though it’s a hot topic much discussed by some investors, this relatively new digital currency remains potentially confusing.
Gain a clearer understanding of Bitcoin and other types of cryptocurrency with these frequently asked questions.
What is cryptocurrency?
Cryptocurrency, often shortened to just “crypto,” is a type of unregulated virtual currency. It works with the…
Inflation concerns are not such a big risk to equities right now
Inflation concerns are not such a big risk to equities right now
From: finance.yahoo.com
Anik Sen, PineBridge Investments’ Global Head of Equities, joins Yahoo Finance Live to discuss outlook on the market amid inflation concerns.
Naming a Trust as IRA Beneficiary: Key Considerations
Naming a Trust as IRA Beneficiary: Key Considerations
From: www.wealthmanagement.com
In many, but not all, instances, a trust is a better option than naming an individual.
Trusts are terrific estate planning vehicles that allow individuals to protect and preserve wealth and to pass assets to the next generation. Individual retirement accounts (IRAs) are also useful vehicles that are often used to grow assets free from current income tax and to transfer those…
What Is the Maximum Possible Social Security Benefit in 2021?
What Is the Maximum Possible Social Security Benefit in 2021?
From: money.usnews.com
Here’s what you need to do to get Social Security payments for $3,500 per month or more.
The average monthly Social Security payment for retirees was $1,551 in March 2021. But many retirees receive over $3,000 per month from the Social Security Administration, and payments could be as much as $3,895 in 2021.
The maximum possible Social Security benefit in 2021…
