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Handling Large IRAs Under the New Tax Act: 3 Things to Consider

Handling Large IRAs Under the New Tax Act: 3 Things to Consider From: www.horsesmouth.com IRA distribution planning is becoming a high-stakes game for clients in more ways than one. Gone…

IRS Announces Higher Estate And Gift Tax Limits For 2020

IRS Announces Higher Estate And Gift Tax Limits For 2020 From: www.forbes.com The Internal Revenue Service announced today the official estate and gift tax limits for 2020: The estate and…

Does the 4% rule still make sense for retirement in the 2020s?

Does the 4% rule still make sense for retirement in the 2020s? From: www.financial-planning.com Rules of thumb are popular for a reason. They’re simple, familiar and can set a good…

Top Fixed Index Annuity Benefits

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…

5 Ways to Lower RMDs, Help Clients Reduce Medicare Surcharges

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…

Here’s What Couples Need to Know About Spousal IRAs

Here’s What Couples Need to Know About Spousal IRAs From: www.theentrustgroup.com With Valentine’s Day around the corner, couples everywhere are gearing up to impress their partners. Buckling down on finances…

7 Inflation-Fighting Strategies for Clients in or Near Retirement

7 Inflation-Fighting Strategies for Clients in or Near Retirement From: www.thinkadvisor.com Inflation is at the highest level we’ve seen in decades. This has affected virtually all aspects of our economy…

I’m a Financial Planning Expert: Here Are My Best Tips for Living Off of Social Security

I’m a Financial Planning Expert: Here Are My Best Tips for Living Off of Social Security From: www.gobankingrates.com For some people in their 20s, when they land that first great…

5 tips to live in retirement like this famous 98-year-old

5 tips to live in retirement like this famous 98-year-old From: www.marketwatch.com Americans are living longer in their old age, and should be preparing accordingly. Restaurateur Cecilia Chiang retired in…

7 Mistakes to Avoid with Inherited IRAs – Things You did not Learn in School

7 Mistakes to Avoid with Inherited IRAs – Things You did not Learn in School From: www.irahelp.com An inherited IRA can be a great thing for the beneficiaries. It is…