In addition to coping with the grief of losing a loved one, family members are often responsible for the various financial and administrative tasks that must be done on behalf of the deceased. Death of a loved one can be overwhelming and may result … [Read more...] about What to Do Upon Death of a Family Member
Market Insights
The SECURE Act of 2019 and its Impact on Retirement Accounts
President Trump recently passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 which is the first major retirement regulation in over a decade. Intended to strengthen retirement security for Americans, the bill … [Read more...] about The SECURE Act of 2019 and its Impact on Retirement Accounts
Social Security
According to the National Social Security Association LLC, more than 90% of Social Security recipients receive less money than they are entitled to. Failure to maximize Social Security Benefits can represent tens of thousands, or even hundreds of … [Read more...] about Social Security
Partial Roth Conversions
While there are several factors to consider, including income tax considerations, converting a traditional IRA or employer-sponsored retirement account to a Roth can be an effective strategy for many individuals. While there are income limitations … [Read more...] about Partial Roth Conversions
Roth 401(k) Plans
Since employers are increasingly including a Roth 401(k) option as part of their defined contribution plan, employees should consider potential benefits of using the Roth 401(k) option instead of contributing to a traditional 401(k). Much like a … [Read more...] about Roth 401(k) Plans