Hurricane Ian and the new retirement risk From: www.investmentnews.com In the wake of the devastation caused by Hurricane Ian, future retirees ought to factor ‘Florida risk’ into their retirement decision-making….
How To Use Muni Bonds For Tax-Loss Harvesting From: www.fa-mag.com Democrats’ talk of higher taxes for the rich might intensify interest in state and local government bonds, where income is…
Three Reasons to Consider Municipal Bonds From: www.lordabbett.com Lord Abbett muni-bond experts highlight current trends in credit quality, supply/demand dynamics, and relative valuations In a recent webinar with investors, a…
Fiduciary Investment Advisers May Add More Than 6% In Value From: www.forbes.com Each year, Russell Investments does a nice job calculating the value of working with an investment advisor. They…
Strategies To Minimize Or Delay Required Minimum Distribution (RMD) Obligations From: www.kitces.com The benefit of contributing to pre-tax retirement accounts like IRAs and 401(k) plans is the opportunity to receive…
…like bonds over stocks. But if you buy dividend-paying stocks issued by solid, proven companies and hold them for years, there’s a good chance you won’t lose money in the…
Read moreThe Simplest Annuity Explainer We Could Write From: www.nytimes.com We define immediate annuities, fixed annuities, variable annuities and index annuities, plus give you questions to ask salespeople. Annuities can be…
Retirement account gaffes: Clients’ biggest withdrawal mistakes From: www.financial-planning.com Baby boomers in the job market grapple with a persistent worry: What if I have a financial emergency that compels an…
These tax moves are most likely to trigger an audit From: www.aol.com We all want to keep as much money in our pockets as possible, but it’s also important to…
How Much Loss Can Retirees Really Handle During Distribution Years? From: www.morningstar.com Sequence of returns risk Paul retired in 1990 with $1M in his account that was invested in the…
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