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Industry Insights Index

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March 17, 2017
Leaving a Legacy

Leaving a Legacy: 3 Differences Between Life Insurance and Roth IRAs If you’re planning on leaving a legacy for your children, grandchildren, or loved ones, you may be wondering how to do so in the most tax-efficient way. Both life insurance and Roth IRAs allow you to transfer assets from one generation to the next, […]

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March 10, 2017
Choosing the Right Financial Advisor in 5 Easy Steps

With evolving legislation working towards establishing a uniform fiduciary standard in the financial industry, you may be wondering if your financial advisor is prioritizing your best interest. IRAs, Roth IRAs, and other retirement accounts are ruled by constantly changing, complex laws, but working with a qualified, educated financial advisor can help you successfully navigate retirement. […]

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March 3, 2017
2017 Tax Planning

Taxes and retirement go hand in hand, and having a clear understanding of how your retirement assets will be taxed plays a crucial role in your overall financial plan. Proactive tax planning can help structure your retirement income and investments to take advantage of current tax laws, while avoiding costly pitfalls. Thanks to low inflation, […]

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February 24, 2017
Calculating Non-Spouse Beneficiary Distributions

Have you recently inherited an IRA as a non-spouse beneficiary? If so, then you will soon be required to determine exactly how much will need to be taken as your first required minimum distribution. There are ways to “stretch” the tax benefits of these accounts by leaving them in an IRA as long as possible; […]

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February 17, 2017
Late Rollover Contributions

Have you missed the 60-day deadline for your IRA rollover? Fortunately for you, the process to fix your error is now much easier (and cheaper) thanks to a new option that the IRS made available in 2016. The new self-certification process is available to all qualifying IRA or employer plan owners and provides a cost-effective […]

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February 10, 2017
Choosing the Right Tax Professional - 5 Easy Steps

Choosing the Right Tax Professional in 5 Easy Steps Managing taxes during retirement might be the single most important factor influencing your retirement lifestyle. As you transition from working for an income to withdrawing income from your savings and investments, you might have questions: How can I maximize my income while minimizing income taxes in […]

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February 3, 2017
Guide to IRS Form 1099-R

Guide to IRS Form 1099-R Have you started taking income from your retirement savings? Whether for planned income, an early distribution, or the required minimum distribution, you will receive a 1099-R to report this income on your 2016 tax return before long. A copy of this form is also provided to the IRS, so it […]

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January 27, 2017
Planning for a Disclaimer in 5 Easy Steps

Planning for a Disclaimer in 5 Easy Steps Saying “no thanks” to an inheritance might seem like a crazy idea to most, but don’t count it out until you know all the benefits. A disclaimer allows a beneficiary to refuse an inheritance, and as long as the rules are followed properly, it also lets the […]

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January 20, 2017
Retirement Income

Here’s a million dollar question: How will you transform your savings into income that will last throughout your retirement? There are probably as many answers to that question as there are retirees. However, all retirees may rely on some of the same income sources and strategies. For instance, we all hope Social Security benefits will […]

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