Blog
The hidden dangers of leaving an inheritance without proper planning
For many investors, setting aside inheritance money for their heirs and loved ones is a natural part of retirement planning. But doing this successfully is not easy, and fortunes rarely last for long. In fact, long-term studies show that six out of 10 family fortunes...
Is a Roth IRA Conversion Allowed When a Retiree Is Turning 70½?
There’s no age limit for doing a Roth conversion, says Jeffrey Levine, chief retirement strategist for Ed Slott & Co. in Rockville Centre, N.Y. You could do one at age 90 if you like. Yet converting a traditional individual retirement account, whose tax-deferred...
Five Social Security myths debunked
Getting your arms around Social Security can be pretty complicated. Misinformation, partially informed opinions, and complex benefits formulas can easily lead one down an incorrect—and costly—path. Read Full Article Here... Written/Published By: Fidelity...
Save clients from costly RMD aggregation mistakes
When it comes to taking required minimum distributions, the source matters. Many clients have more than one retirement plan or account. When they reach age 70½ and have to start taking RMDs from their own, non-inherited accounts, the question arises as to which of...
Why a full-stop retirement is not the best way to go
Okinawa is a chain of islands off the coast of Japan and is home to some of the healthiest seniors on the planet, with many living past the century mark. Not only do these seniors enjoy among the world’s highest life expectancies, they also benefit from more healthy...
3rd Quarter 2016 IWM Market & Economic Review
Third quarter 2016 IWM Market & Economic Review Newsletter (click here for PDF).
3rd Quarter 2016 IWM Insights Newsletter
Third quarter 2016 IWM Insights Newsletter (click here for PDF).
3rd Quarter 2016 IWM Market Analysis
Third Quarter 2016 IWM Market Analysis PowerPoint presentation (click here for PDF).