As a result of a series of three events, there’s an unprecedented opportunity to do a sizable Roth IRA conversion this year. Continue Reading
The stock market decline of almost 30% over the last month in response to the spreading Coronavirus, if sustained, could trigger legislation for retirement plan relief. This could potentially include suspension of required minimum distributions and changes to the SECURE Act that went into effect January 1st. Continue Reading
Here are five unique ideas that are designed to benefit you and your spouse over your lifetime. A word of caution: Brush up on your presentation skills since each one will likely be met with dead silence and/or outrage depending upon your spouse. Continue Reading
Erroneous or outdated beneficiary designations can result in distribution of retirement plan assets, life insurance policies, and annuity contracts to unintended beneficiaries, unfavorable income tax consequences, and expensive and protracted litigation in some cases. Continue Reading
One underutilized strategy for optimizing the longevity of assets when planning for retirement is a staged, or multi-year, Roth IRA conversion plan. There are seven reasons to start this type of plan today. Continue Reading
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