Leaving a Legacy: Stretching Your IRA
Leaving a Legacy: Stretching Your IRA From: www.GAFRI.com Stretching Your IRA: A simple way to make your money mean more to future generations You’ve planned carefully for your retirement. And,…
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5 Issues for Bond Investors to Consider: Wells Fargo
5 Issues for Bond Investors to Consider: Wells Fargo From: www.thinkadvisor.com Fixed income has an important role to play in a well-diversified portfolio, even in today’s rising interest rate environment,…
Bonds Or Annuities: What’s The Best Way To Generate Retirement Income?
Bonds Or Annuities: What’s The Best Way To Generate Retirement Income? From: www.forbes.com Many of us are familiar with and follow the “120 minus your age” investing framework. It says…
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…
Consequences of Modifying an Irrevocable Trust
Consequences of Modifying an Irrevocable Trust From: www.aaepa.com In the past, trusts often were drafted with little flexibility. Now, more and more, trusts tend to be drafted with increased flexibility…
Do you know the difference between a Profit and Loss vs Balance Sheet?
Do you know the difference between a Profit and Loss vs Balance Sheet? From: www.yourcfoguy.com They are both crucial in Finance & Accounting, yet each tell you different information Let’s…
Will Your Social Security Retirement Income Be Enough?
Will Your Social Security Retirement Income Be Enough? From: www.forbes.com As more and more Americans are looking ahead to retirement, for some, the reality of not having enough income to…
Baby Boomer Trend: Asset-based Long-term Care Insurance
Baby Boomer Trend: Asset-based Long-term Care Insurance From: www.thestreet.com Life insurance policies that provide long-term care benefits are growing in popularity and attracting younger baby boomers anxious to protect their…
11 New Findings on How 5 Million Americans Are Saving for Retirement: Vanguard
11 New Findings on How 5 Million Americans Are Saving for Retirement: Vanguard From: www.thinkadvisor.com Vanguard on Tuesday released the latest edition of How America Saves, its report on 401(k)…
Burt Reynolds Omitted His Son from His Will
Burt Reynolds Omitted His Son from His Will (But it’s probably not what you think) From: www.wealthmanagement.com According to court documents obtained by The Blast, recently deceased star Burt Reynolds…
