by Kenny | Jan 17, 2019 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst Question: I am in the process of setting up a QTIP because my current wife (age 64) is not the mother of my 2 children (ages 41 and 38). If I pre-decease, the IRA will go to my wife within the trust. When she passes and the IRA... by Kenny | Jan 16, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Annuities are getting more and more popular among seniors, and for good reason. Annuities are not right for everyone but are a real blessing for many seniors. Annuities are a popular choice for investors who want to receive a steady stream of income in retirement. The... by Kenny | Jan 16, 2019 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst If I decide to climb on the roof of my house and try to ride a unicycle while blindfolded, it is not illegal. Dangerous, yes, but not in violation of any laws. If I elect to randomly jump off a bridge under the guidance of the... by Kenny | Jan 14, 2019 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst In my last installment, I talked about one of my two favorite beginning of the year topics when it comes to retirement planning: New Year’s Resolutions... by Kenny | Jan 10, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
If you work while collecting Social Security benefits, you can get hit with hefty benefit reductions. Here are the earnings limits for this year. Can you work and collect Social Security at the same time? The short answer is yes, it’s possible. However, if you...