Stretch IRAs still exist for some beneficiaries 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…
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,…
Read moreWhy Do Investors Focus on the Wrong Things? From: www.behaviouralinvestment.com “Nothing in life is as important as you think it is while you are thinking about it.” – Daniel Kahneman…
AI Pricing: How Much Does Artificial Intelligence Cost? From: www.webfx.com Artificial intelligence (AI) encompasses everything from chatbots to data analysis systems, helping businesses around the globe create personalized, sales-driving experiences…
Emergency Housing Guide From: www.payingforseniorcare.com An estimated half-million people were homeless in the United States from 2007 through 2020, and many of these individuals were seniors and veterans. Unfortunately, seniors…
5 Ways to Lower RMDs, Help Clients Reduce Medicare Surcharges From: www.thinkadvisor.com As your clients who are using Medicare know, Part A is free, but there is a monthly premium…
Federal and State Financial Assistance for Seniors From: www.seniorhousingnet.com Seniors are often on a fixed income, such as an annuity, pension or Social Security. This can make it difficult to…
What Is the Difference Between Qualified Dividends and Ordinary Dividends? From: www.fool.com Qualified dividend tax rates and ordinary dividend tax rates are two different categories. Here’s how to know if…
The Average Social Security Recipient Today Only Gets This Much Income From: www.fool.com Hint: It’s really not enough to live comfortably on. Millions of seniors today collect Social Security, and…
Top Fixed Index Annuity Benefits From: www.american-equity.com How a combination of powerful annuity benefits can keep you on track for retirement planning success. We look at five top index annuity…
Copyright © 2024 • REAP | Retirement & Estate Advisors & Professionals • All rights reserved
(855) 904-REAP • info@retirementestateplan.com
