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Industry Insights Index

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October 16, 2018
4 Requirements of a See-Through Trust

Are you looking to have control over your IRA assets after they’ve been passed along to your beneficiaries? You’ve worked hard to build your nest egg, and you want to ensure that your assets are utilized in the best way possible—but how? A see-through trust is a trust that is treated as the beneficiary of […]

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October 16, 2018
Oct. 15-21, 2018 - National Estate Planning Awareness Week

Estate planning is an often overlooked element of financial wellness. It is estimated that over half of Americans – 56% – do NOT have an up-to-date estate plan! National Estate Planning Awareness Week (H. Res. 1499) was adopted on September 27, 2008, to help consumers understand estate planning and its need, along with how best […]

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October 2, 2018
Calculating Your RMD in 5 Easy Steps

One of the greatest advantages of retirement savings accounts are the opportunities for tax-deferred or tax-free growth; however, the government sets a time limit on how long these benefits can last by way of establishing required minimum distributions (RMDs). An RMD is the minimum amount that must be taken out of your retirement accounts each […]

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September 25, 2018
What's a QCD? And why you need to know...NOW

What’s a QCD—and Why Taxpayers Need to Know the Answer Now Thanks to tax-law changes, qualified charitable distributions are more attractive than ever for IRA holders. The new tax law makes a little-known tactic for making charitable donations more attractive for taxpayers with IRAs. Read the complete article from the Wall Street Journal:  WSJ-What's a QCD-9-24-18.pdf […]

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September 18, 2018
Protecting an IRA from Prohibited Transactions

There are several prohibited transactions you must avoid as an IRA owner. A prohibited transaction occurs when an account owner uses IRA assets in a self-serving or self-dealing manner that improperly benefits him or her. If a prohibited transaction occurs, it can result in massive taxation and penalties. Learning more about what constitutes a prohibited […]

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September 4, 2018
Contribute to a Health Savings Account - 5 Easy Steps

Did you know a Health Savings Account, or HSA, offers three different tax advantages? Contributions are deductible, earnings are tax-deferred while in the HSA, and distributions are tax-free when they are used for qualified medical expenses. If you’re enrolled in a high-deductible health insurance plan, you may want to consider contributing to an HSA. Keep […]

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July 23, 2018
Market Commentary- 7/23/2018

Last week, there was some good news and some notable news. Here’s the good news: Corporate earnings have been strong. As of July 20, 17 percent of the companies in the Standard & Poor’s 500 Index had reported second quarter results. More than 85 percent of those companies reported positive earnings surprises, according to FactSet, […]

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July 20, 2018
Beneficiary Form Checklist

Naming the beneficiaries of your retirement assets may seem like an obvious task to complete as you plan for the future, but it is often also one of the most overlooked. Failing to properly update your beneficiary forms can compromise the legacy you worked so hard to build. To help ensure your assets are handled […]

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July 13, 2018
Avoiding 72(t) Mistakes

Are you under age 59½ and looking for a way to withdraw from your IRA without being hit with the 10% early distribution penalty? A 72(t) payment schedule may be the solution. 72(t) payments are a series of substantially equal periodic payments made from an IRA that can be used to avoid the 10% early […]

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