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The Week Ahead – February 10, 2020: The SECURE Act’s 5 Most Advantageous IRA Changes

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The Week Ahead – February 10, 2020: The SECURE Act’s 5 Most Advantageous IRA Changes

True, the SECURE Act has eradicated the stretch IRA, but the new law does include provisions that are favorable to many. And eligible individuals may start taking advantage of these benefits immediately.

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Weekly Market Commentary – February 10, 2020

Market Commentary

Weekly Market Commentary – February 10, 2020

The coronavirus showed some signs of slowing the pace of its expansion even as the number of fatalities surpassed the SARS crisis. Efforts to contain the virus are shrinking consumption in China and affecting diverse industries, such as auto manufacturing, oil, and luxury goods.

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Financial Caregiving for Those With Alzheimer’s and Dementia

Monthly Newsletters

Financial Caregiving for Those With Alzheimer’s and Dementia

On an otherwise normal Thursday afternoon, a reporter had lunch with a resident from a memory care facility. Apparently, he asked for details on some kind of story and the confused patient was happy to comply and enjoyed the meal out. Then the police showed up.

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The Week Ahead – February 3, 2020: 3 Roth Conversion Traps to Avoid After The SECURE Act

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The Week Ahead – February 3, 2020: 3 Roth Conversion Traps to Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

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The Week Ahead – January 27, 2020: 5 Things You Need to Know About The SECURE Act

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The Week Ahead – January 27, 2020: 5 Things You Need to Know About The SECURE Act

The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?” Here’s what you need to know. The SECURE Act, passed in late 2019, is by far the biggest retirement-oriented legislation to be enacted in over a decade.

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Weekly Market Commentary – February 3, 2020

Market Commentary

Weekly Market Commentary – February 3, 2020

The coronavirus continued to spread in China and around the world. Concerns about the virus and measures to prevent its spread will likely reduce economic activity in the first quarter. Interest rates moved lower, and the 10-year Treasury bond yield moved below short-term rates, which indicates concern about the strength of economic growth.

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3 Roth Conversion Traps To Avoid After The SECURE Act

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3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

Read More
How to Use a Trust as a Financial Planning Tool

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How to Use a Trust as a Financial Planning Tool

Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be a major concern.

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Weekly Market Commentary – January 27, 2020

Market Commentary

Weekly Market Commentary – January 27, 2020

In a week in which impeachment news produced the top headlines, markets reacted more to news about a virus in central China. A coronavirus apparently coming from an open-air food market in Wuhan raised concerns the Chinese would reduce spending just as the Chinese New Year vacation is starting.

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The Week Ahead – January 20, 2020: How The SECURE Act Will Change Retirement

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The Week Ahead – January 20, 2020: How The SECURE Act Will Change Retirement

President Trump signed the SECURE Act this week as part of the government’s spending bill and it will inevitably affect most retirement savers, for better or worse.

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