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
Retirement, Retirees
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
The Coronavirus Aid, Relief, and Economic Security Act, or CARES Act is the largest economic relief package in U.S. history. Signed into law on March 27th, the CARES Act is a broad, far-reaching bill that attempts to assist individuals, smallREAD MORE
The SECURE Act (Setting Every Community Up for Retirement Enhancement) was passed into law on December 20, 2019. This is a far-reaching bill, with many implications for retirement planning. Here are some of the key provisions of the bill, andREAD MORE