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New research from Principal shows annuities improve retirement outcomes

New research from Principal shows annuities improve retirement outcomes From: www.principal.com 10,000 simulations highlight impact of guaranteed income for retirees The simulations have been run and the numbers have been…

After The SECURE Act: 6 Rules You Need To Know About Mandatory Distributions From IRAs And 401(k)s

After The SECURE Act: 6 Rules You Need To Know About Mandatory Distributions From IRAs And 401(k)s From: www.forbes.com Retirement planning is about more than just saving money – it’s…

Why You Should Be a Risk-Taker

Why You Should Be a Risk-Taker From: www.morningstar.com Since you can’t really avoid risk, you might as well take control of the situation. Risk, it seems, is a four-letter word….

Summary of the Biden Administration’s Proposed Federal Tax Changes

Summary of the Biden Administration’s Proposed Federal Tax Changes From: www.legacyplanninglawgroup.com Summary of the Biden Administration’s PROPOSED Federal Tax Changes. On Monday, September 13, a tax bill was sent to…

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How to prepare yourself for a good end of life

How to prepare yourself for a good end of life From: www.sfchronicle.com My parents lived good lives and expected to die good deaths. They exercised daily, ate plenty of fruits…

Hello, volatility, welcome back to the market

Hello, volatility, welcome back to the market From: www.seattletimes.com Lost amid the easy move up of 2017 and the hot start to record highs in January was that the market…

Can a Trust Transfer an IRA to a Trust Beneficiary?

Can a Trust Transfer an IRA to a Trust Beneficiary? From: www.morningstar.com Here’s a question I get at least once a week: “I’m dealing with a trust that holds an…

Tax Explained to Kids

Tax Explained to Kids From: www.linkedin.com Do you know these 10 types of tax? Here are the most simplified explanations to make you understand them: 1. Income Tax If you…

The 4 expenses retirees most underestimate, and how advisors can help

The 4 expenses retirees most underestimate, and how advisors can help From: www.financial-planning.com Marianne Nolte knew that caring for her mother-in-law would be expensive, especially after the 94-year-old moved into…

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Estate Planning Reduces Stress During High Anxiety Times

Estate Planning Reduces Stress During High Anxiety Times From: www.aaepa.com Everyone who lived through September 11, 2001, shares a common experience. Although colored by our individual circumstances, we remember looking…