Rollovers and Tax Withholding

Rollovers and tax withholding A client recently explained that his 401(k) plan sponsor made an error and withheld 20% for taxes when all he did was “rollover” the 401(k) funds ... ...

Disparate Retirement Stats for Women

Disparate Retirement Stats for Women The financial woes women face in the workforce exist beyond disparate wages. 80% More Likely to Be Impoverished After Age 65 According to a recent ... ...

Simplifying IRA Lingo

simplifying IRA Lingo Conversion, Recharacterization, Reconversion, oh my! IRA terms can get confusing so here are just a few IRA related definitions that are commonly asked about: ROLLOVER Assets are ... ...

Be Careful with Self-Directed IRAs

Be Careful with Self-Directed IRAs Thinking of a Self-Directed IRA? Did you hear or see a commercial or receive a solicitation letter about investing in a self-directed IRA? The IRS ... ...

Protection from the Market Roller Coaster

Protection from the Market Roller Coaster The market plunges! Wait, it’s going up! No, it’s down again! Sound familiar? Unfortunately, recent market volatility we’ve all been watching on the news ... ...

Got CDs!

Got CDs! If you’re like most CD owners, it’s disappointing to get such low CD rates. Yes, you are technically exchanging safety for those low rates, but how safe and ... ...

Review Your Documents!

Review Your Documents! Don’t wait until it’s too latefailure to review your retirement planning documents can spell DISASTER for your beneficiaries yet this failure is surprisingly common. Recently a client ... ...

End of Summer State Tax Facts

End of Summer State Tax Facts Thinking about where you want to retire? Here are a few state tax facts to ponder as summer winds down and we all get ... ...

What’s the Real Coast of Aging?

What’s the Real Coast of Aging? There has been a tremendous spike in life expectancy in America over the last 50 years, so what is the real cost of aging? ... ...

FIAs Are Protected When the Market Drops!

FIAs Are Protected When the Market Drops! Despite market volatility, Fixed Indexed Annuity (FIA) owners can breathe a sigh of relief knowing they made a great choice that protects their ... ...