Extended IRA Quick Reference Guide
Extended IRA Quick Reference Guide From: wealthmanagement.com Knowing the distribution options available to beneficiaries upon the death of the IRA account holder is the key to using the Extended IRA…
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DIY Estate Planning Has Its Risks
…his wife were heading out of state without their infant son, and neither had a will. Mr. Ahrens heard a radio ad for an online document company—and downloaded a will…
4 Tips to Optimize Your Retirement Account Withdrawals (And Reduce Taxes)
4 Tips to Optimize Your Retirement Account Withdrawals (And Reduce Taxes) From: smartasset.com This is how to make sure your savings lasts the longest. If you’re planning to retire within…
Know When to Switch From Bonds to Annuities
Know When to Switch From Bonds to Annuities From: money.usnews.com Annuities can compensate for declining bond yields when interest rates begin to soar. While savings accounts or certificates of deposit…
Joseph Skalski
…utilization of income tax reduction techniques • Optimizing entity structures and interrelationships with respect to corporations, limited liability companies and partnerships, trusts, and available tax elections • Planning for estate…
Why Structured Notes?
Why Structured Notes? From: bluetoad.com A Unique Source of Yield in a Low-Interest Rate World The fallout from the COVID-19 pandemic and the monetary policy response has challenged investors searching…
Why diversification should pay off in 2017 and beyond
Why diversification should pay off in 2017 and beyond From: news-journalonline.com Look at any one of the last few years and it’s easy to make the case that diversification is…
How to Prepare Portfolios for Rising Interest Rates
How to Prepare Portfolios for Rising Interest Rates From: FlexShares.com Historical data helps identify assets that may be positioned to fare well when higher rates threaten fixed-income and equity returns…
Travis Sorci
…his firm to be a step ahead of our competition, as trends occur and markets fluctuate. Because of his life-long level of commitment to ethical standards and transparency in the…
Dimensional vs Vanguard
Dimensional vs Vanguard From: ifa.com We are sometimes asked what the difference is between Vanguard, ETFs and DFA Index Funds. The short answer is: they use different indexes. DFA has…
