by Kenny | Dec 12, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
By Emily Brandon, Staff Writer Workers with an older retirement age get smaller Social Security payments throughout retirement. WHILE YOU CAN START Social Security payments at age 62, your monthly checks are reduced if you begin collecting benefits at this age. To... by Kenny | Dec 10, 2018 | IRA BLOG
By Sarah Brenner, JD IRA Analyst If you are considering converting an IRA to a Roth IRA in 2018, time is quickly running out. Here are 5 things you need to know when making a decision: 1. The Deadline – The deadline for a 2018 conversion is the end of the... by Kenny | Dec 6, 2018 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Question: Mr. Slott, My spouse turned 70 on June 27th, 2018, so in December 2018 she will be 70 ½. She would like to complete a Qualified Charitable Distribution (QCD). Does the QCD need to be dated from December 27 to December 31,... by Kenny | Dec 5, 2018 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst One piece of advice we commonly reiterate is, when you inherit an IRA or other retirement plan asset, touch nothing! That’s because many transactions cannot be undone, and the IRS rarely grants relief simply because the taxpayer... by Kenny | Dec 5, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
What’s on your loved one’s gift wish list? Are they asking for the latest technology? Fashionable apparel? A must-have toy? No matter the buzz-worthy item, what they may want consider is a gift that lasts a lifetime. Remember, it is just a matter of time before a new...