Ultimate Tools to Longevity Risk Planning
Ultimate Tools to Longevity Risk Planning From: Joeseph Clark, CFEd®, RFC® Managing risk is as important today as it has always been. For example, when it comes to our biggest…
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Municipal Bonds: An Attractive Opportunity in an Uncertain Time
Municipal Bonds: An Attractive Opportunity in an Uncertain Time From: jhinvestments.com Municipal bonds can offer investors compelling yields without sacrificing credit quality in a late-cycle economic environment. Municipal bonds are…
The 10 Most Overlooked Tax Deductions
The 10 Most Overlooked Tax Deductions From: turbotax.intuit.com Don’t overpay taxes by overlooking these tax deductions. See the 10 most common deductions taxpayers miss on their tax returns so you…
Opinion: The hidden risk in your S&P 500 index fund
…stocks are overvalued in a downturn. That’s what happened after the dot-com bubble of 1999-2000. The big indexes, like the S&P 500 (and the Nasdaq Composite COMP, +2.51% ) tanked….
Read moreSmart Ways To Move Clients’ Assets To A Tax-Free World
Smart Ways To Move Clients’ Assets To A Tax-Free World From: www.fa-mag.com Change is in the air. And since the tax law is involved, you can be certain that “change”…
4 Mistakes to Avoid During Tax Season
…to watch it. Obviously, you should know that you don’t have tax on $300,000. That’s a tax-free rollover. Most rollovers are tax-free. So make sure that they are tax-free. And…
Hurricane Ian and the new retirement risk
Hurricane Ian and the new retirement risk From: www.investmentnews.com In the wake of the devastation caused by Hurricane Ian, future retirees ought to factor ‘Florida risk’ into their retirement decision-making….
AI Pricing: How Much Does Artificial Intelligence Cost?
AI Pricing: How Much Does Artificial Intelligence Cost? From: www.webfx.com Artificial intelligence (AI) encompasses everything from chatbots to data analysis systems, helping businesses around the globe create personalized, sales-driving experiences…
Key Provisions from the SECURE Act
Key Provisions from the SECURE Act From: www.iamsinc.com On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Act into law. The SECURE Act marks the…
The 4% Rule Just Became a Whole Lot Easier
…There are a total of 50 TIPS maturities issued by the U.S. government outstanding. I started building a spreadsheet but then discovered eyebonds.info and an easily downloadable and free spreadsheet…
