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Industry Insights Index

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August 18, 2017
Planning for Multiple Beneficiaries - 5 Easy Steps

If you have more than one person in your life that you’d like to include in your legacy plan, you may be considering listing multiple IRA beneficiaries. While this option is a great way to leave your assets to multiple loved ones, it can also leave your beneficiaries in a messy situation if not set […]

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August 11, 2017
The Sandwich Generation - 6 Key Tips for Retirement

Life can get hectic, especially when you’re trying to balance raising your children and caring for your aging parents. Finding the time to plan for your retirement may seem impossible, but it’s crucial to make plans today for your financial future. How much should you be contributing to your retirement accounts? Should you consider a […]

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August 7, 2017
Market Commentary - August 7, 2017

Who’s been buying shares of company stock? Since the start of the bull market in 2009, U.S. companies have been buying their own stock. Stock buybacks peaked during the first three quarters of 2016 and have dropped off sharply since then, reports Financial Times citing a report from Goldman Sachs. Companies participate in stock buyback […]

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August 4, 2017
How are Social Security benefits calculated?

One of the most important decisions you’ll make about your retirement is when and how to take your Social Security benefits, but it’s crucial that you understand potential tax implications prior to doing so. For many retirees that will have additional sources of income in retirement, Social Security benefits can push you into a higher […]

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July 28, 2017
Avoid the Tax Penalty

Avoid the 10% Tax Penalty in 5 Easy Steps Emergencies happen, plans change, and sometimes you just change your mind. If you’re looking to tap into your retirement account earlier than planned, you may be wondering what type of penalties you could be up against. For most retirement accounts, if you decide to make a […]

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July 21, 2017
Calculating IRD Deduction

If you’re the recent beneficiary of a loved one’s retirement assets, you may be unaware of an income tax deduction available to you called the income in respect of a decedent (IRD) deduction. When certain inherited assets, such as IRAs, 401(k)s, and other retirement accounts are hit with both federal estate and income tax, this […]

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July 7, 2017
The Roth Conversion Conversation

Are you considering converting to a Roth IRA, but you’re unsure whether or not it’s the right move for you? A Roth IRA provides a great way to help reduce the taxes you’ll pay during retirement, but it can also increase your income during the year that you convert, which could bump you into a […]

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June 23, 2017
Roth IRA - To Convert or Not Convert in 5 Easy Steps

Are you considering converting your IRA or employer plan assets to a Roth IRA? You may be searching for ways to reduce your tax bill in retirement, and a Roth IRA can do just that. However, before you make any moves with your money, there are other tax implications you should consider first. One of […]

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June 16, 2017
Beneficiary Checklist

After working your entire life to build a legacy, ensuring that your estate is handled properly once you’re gone should be a key consideration as you develop your retirement plan. Beneficiary forms play a critical role in how your assets are handled, and if they are outdated or filled out incorrectly, your assets could be […]

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