Options for Non-Spouse Beneficiaries of Inherited IRAs From: www.thebalance.com Cashing Out Your Inherited IRA vs. Stretching Out Your Inherited IRA You have several options for what you can do with…
WSJ Editorial on Secure Act’s ‘Stretch IRA’ Provision Sparks Debate From: www.thinkadvisor.com Ed Slott and other retirement experts debate the bipartisan retirement bill’s strict limits on the stretch IRA strategy….
…in larger-cap domestic stocks; 10% each in developed- and emerging-markets stocks, Treasuries, US core bonds, global bonds, and high-yield bonds; and 5% each in small-cap stocks, commodities, gold, and REITs….
Which Type of Dividend Fund Do You Prefer? From: www.morningstar.com They may carry the same name, but not the same investment approach. The ETF Advantage Last week’s column “Are Dividend…
It’s Always Tax-Loss Harvesting Season From: www.wealthmanagement.com Many investors implement a year-end tax-loss harvesting strategy with their municipal bond portfolio. Limiting loss harvesting to year-end, however, reduces its benefits. It…
Trust Management Issues? From: www.wealthmanagement.com Multi-generational Planning Opportunities Utilizing Tax-Deferred Annuities The end and beginning of each year is always a challenge for trustees. Usually state-regulated trustees will complete administrative…
…some of their payment comes in the form of commissions. Quick FYI: “Fee-based” is not the same thing as fee-only. A fee-based advisor can charge client fees and receive commissions….
‘I’m Done With Crypto’: Voyager Bankruptcy Rocks True Believers From: www.fa-mag.com Crypto investors are known for their devotion, but their confidence is cracking as the latest company collapse rattles the…
A Different Kind of Diversification Pays Off for Retirees From: www.kiplinger.com Retirement savers can get more income with less volatility using income allocation instead of asset allocation. Before you take…
What Will Social Security Look Like in 50 Years? From: www.fool.com Every month, roughly 62.5 million people, most of them senior citizens, receive a Social Security benefit check. Better than…
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