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Stretch IRAs still exist for some beneficiaries

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…

The Good News on Safe Withdrawal Rates

The Good News on Safe Withdrawal Rates From: www.morningstar.com Our annual study suggests that new retirees can spend more from their portfolios. Recent retirees haven’t had an easy time of…

Inherited IRA from a Non-Spouse

Inherited IRA from a Non-Spouse From: www.thebalance.com Inherited IRA Rules for Non-Spouse Beneficiaries As the U.S. population ages, it is common to inherit an IRA from mom or dad, an…

50 Years Later, Was Erisa Worth It?

50 Years Later, Was Erisa Worth It? From: www.morningstar.com Our analysis reveals how the landmark law has affected workers’ retirement income. In 1974, Congress transformed the American retirement system. By…

Top 10 Estate Planning Tax Facts for 2019

Top 10 Estate Planning Tax Facts for 2019 From: www.thinkadvisor.com Although every client should review his or her estate planning strategy on a fairly regular basis, after a major tax…

Preparing for an Estate Planning Consultation: 10 Items to Consider Before Meeting with Your Attorney

Preparing for an Estate Planning Consultation: 10 Items to Consider Before Meeting with Your Attorney From: www.natlawreview.com Are you working on getting your affairs in order? Before you meet with…

Second Marriage And Estate Planning: 5 Things You May Not Have Considered

Second Marriage And Estate Planning: 5 Things You May Not Have Considered From: www.forbes.com Getting married for a second time is fairly common. But the financial and estate planning issues…

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Documents You Need Before You Die: The Basics

…series, we will review the documents we suggest having safely stored—but accessible—in order to make the complicated process that comes with losing a loved one easier to navigate for your…

Do you know what RMDs are?

Do you know what RMDs are? From: REAP, LLC. | Retirement & Estate Advisors & Professionals Tax-advantaged retirement accounts can help you build wealth and prepare for a comfortable retirement….

Why Paying for Financial Advice Makes Sense

…earned from pushing complex life insurance policies, and talking to you in depth about your entire financial life and your goals and dreams. So when LearnVest came on the scene…