On December 19, 2019, Congress passed a major tax bill that has retirement and estate planning implications for millions of Americans. The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) made several changes to the rules governing companyREAD MORE
Retirement, Retirees
Social security retirement benefits are the cornerstone of retirement income for millions of Americans. They provide stable income for life and the life of a surviving spouse, with cost-of living increases over both lives. It’s a combination that is veryREAD MORE
Roth IRAs have some very important benefits. Assets in a Roth IRA grow tax-free, and any withdrawals are also tax-free. They are not subject to required minimum distributions during your lifetime. They can also be passed down to heirs tax-free.READ MORE
Are annuities a good idea for meeting your investment and retirement goals? It depends. Under certain circumstances, the right kind of annuity can be very helpful. For example, a Single Premium Immediate Annuity (SPIA) can be a great way toREAD MORE
Before you sell your business, make sure your finances are appropriately set up for the retirement phase of your life. Start by reviewing your portfolio to ensure that the investment options you chose will provide sufficient retirement income for theREAD MORE