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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…

Will You Get What Social Security Promises?

Will You Get What Social Security Promises? From: www.nerdwallet.com The estimate you receive may be too low if you’re young and too high if you’re older. The Social Security Administration…

Addressing Consumer’s Objections to Annuities

Addressing Consumer’s Objections to Annuities From: www.wealthmanagement.com Annuities, according to author and retirement income expert Tom Hegna, aren’t bad, but, he cautions, “there are bad annuities.” In this video clip…

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What’s a Safe Withdrawal Rate in Retirement?

What’s a Safe Withdrawal Rate in Retirement? From: www.fool.com It’s always a bit of a gamble, but some strategies are a safer bet than others. You’ve saved diligently for retirement…

You Asked, We Answered: Investing with Self-Directed IRAs

You Asked, We Answered: Investing with Self-Directed IRAs From: www.theentrustgroup.com Q: Can I transfer real estate property held in a Solo 401(k) into my self-directed IRA? A: If you have…

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,…

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,…

Get Tax Smart With Your Investments

Get Tax Smart With Your Investments From: www.assetmark.com Taxes are a top detractor from overall portfolio performance. Your financial advisor can help you implement strategies to make your investments more…

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Retirees Moving to These States Can Get Some Great Tax Breaks

Retirees Moving to These States Can Get Some Great Tax Breaks From: www.cheatsheet.com Where you live when you retire matters — and not just because you want to be close…

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…