Top 3 Estate Planning Must Haves
Top 3 Estate Planning Must Haves From: aaepa.com Regardless of a family’s financial situation and assets, estate planning is an important matter that should be addressed ahead of time. While…
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Can a Wrong IRA Beneficiary Designation be Corrected After Death?
Can a Wrong IRA Beneficiary Designation be Corrected After Death? From: ultimateestateplanner.com In recent PLRs 201628004 through 201628006, the IRS considered the effect of a state court action that modified…
How Much Can You Contribute to a Traditional IRA for 2019?
How Much Can You Contribute to a Traditional IRA for 2019? From: kiplinger.com The IRA contribution limit is $6,000 for 2019. If you are age 50 or over, you can…
Justices make it easier to sue over 401(k) retirement plans
Justices make it easier to sue over 401(k) retirement plans From: cbs46.com WASHINGTON (AP) – The Supreme Court ruled unanimously Monday in favor of participants in employee retirement plans who…
Read more10 U.S. States That Tax Your Social Security Benefits (and How)
10 U.S. States That Tax Your Social Security Benefits (and How) From: legalguidancenow.com Are Social Security benefits really taxable? Well, yes and no; it all depends on the state you…
Don’t Fall into the Gap
Don’t Fall into the Gap From: blackrock.com Even with 401(k) savings and Social Security retirement benefits, American workers still face an income gap in retirement. There was a famous commercial…
Which comes first: Social Security or IRA withdrawals?
Which comes first: Social Security or IRA withdrawals? From: financial-planning.com It is a retirement dilemma. When planning for retirement cash flow, should a client start Social Security as early as…
Social Security: What’s New in 2017
Social Security: What’s New in 2017 From: wealthmeethealth.com Why It Matters: • Social Security isn’t static. Many years there are adjustments and changes. • For 2017, there is an increase…
Visualizing the History of Pandemics
Visualizing the History of Pandemics From: visualcapitalist.com The History of Pandemics Pan·dem·ic /panˈdemik/ (of a disease) prevalent over a whole country or the world. As humans have spread across the…
U.S. GDP fizzles in the fourth quarter
U.S. GDP fizzles in the fourth quarter From: marketwatch.com WASHINGTON (MarketWatch) — The economy bogged down at the end of 2015, raising questions about whether U.S. growth is losing momentum….
