Inheritance and IRAs
Inheritance and IRAs From: www.birchgold.com Unfortunately, when it comes to inheritance and IRAs, nothing is straightforward. Even though the inheritance rules are the same regardless of account type (Roth IRA,…
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Tax-Free Money for Long-Term Care
Click below to download your free sample of “Tax-Free Money for Long-term Care” Get Sample → For your FREE hard copy of the full book, call David H. Morgan at:…
The Benefits of Working with a Registered Investment Advisor
…you know. Additionally, they are required to have a written code of ethics that governs their actions and fully discloses how they are compensated. Most RIAs work under fee-based compensation….
The Folklore of Finance: Beliefs That Contribute to Investors’ Failure
…nearly two-year study that aimed to answer the question, What does true investment success look like?, Suzanne Duncan, global head of research at State Street’s Center for Applied Research, and…
Afraid to Retire? What to Do on Day One
…visit your community’s website to see what recreation and educational programs are offered locally. Try Googling “lifelong learning near me.” You may be amazed at what your search turns up….
Should I Refinance My Mortgage? 2020
…Refinance application, a new home appraisal, and title search Home inspection fee Lender’s attorney review fee Origination fee Points fees While you may not be able to avoid all of…
Managed-volatility funds have yet to be tested
Managed-volatility funds have yet to be tested From: marketwatch.com You won’t find out if your roof is leaking on a sunny day; it takes a storm to see where the…
The Best of Both Worlds?
…among clients in a product that makes buying long-term care insurance, if not painless, a bit more palatable. Called “linked” policies (or sometimes “combination” or “hybrid” policies), these tools are…
A Senior’s Guide to Using Medicare for Mental Health Services
…over the age of 65 live with some form of depression, for instance. Possible symptoms include feelings of sadness and hopelessness, loss of concentration, unusual sleep patterns, suicidal thoughts, and…
Everything You Should Know About a Roth Ira
…to choose a provider first. There are fees/commissions and account minimums. Providers with account minimums are harder for new savers who don’t have a lump sum to put in their…
