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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…

5 Myths About FIRE And Early Retirement That Just Won’t Die

5 Myths About FIRE And Early Retirement That Just Won’t Die From: www.forbes.com You’d think that personal finance gurus and pundits would embrace the FIRE movement (Financial Independence / Retire…

Eleven Celebrity Estate Planning Lessons

Eleven Celebrity Estate Planning Lessons From: www.wealthmanagement.com Appreciating their mistakes can help you better serve your clients. Celebrities often do a great job accumulating wealth during their lives only to…

Why Portfolio Diversification Still Works

Why Portfolio Diversification Still Works From: www.morningstar.com Correlations often tend to increase during periods of market stress, making portfolio diversification tough to find when investors need it most. This pattern…

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 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…

Charitable Giving and Tax Strategies to Consider

Charitable Giving and Tax Strategies to Consider From: www.nerdwallet.com Giving to charity not only makes a positive philanthropic impact but can also positively affect your tax burden. Everyone loves a…

5 Proven Ways to Boost Your Retirement Income

5 Proven Ways to Boost Your Retirement Income From: www.fool.com Retirement is a scary notion for some seniors, not because it means getting older, but because it means moving over…

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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…

4 million-dollar investing myths you need to stop believing

4 million-dollar investing myths you need to stop believing From: www.marketwatch.com Don’t cheat yourself out of long-term returns I’m continually amazed at the investment misconceptions that lure people into cheating…