by Kenny | Apr 25, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Heavy Reliance on Social Security for Income Stream, A Solution Provides Guaranteed Lifetime Income The story of saving for retirement today has two key factors: the industry you are in and your company size. Newly released retirement-readiness scores show workers in... by Kenny | Apr 23, 2018 | IRA BLOG
With the tax deadline having just passed, now is the perfect opportunity to start planning for next year. Last year’s return should be readily available, and you may even have many important items committed to memory. Additionally, four months into the year is the... by Kenny | Apr 19, 2018 | IRA BLOG
Question: I was curious if a Roth conversion of post-tax money from an IRA is subject to the pro rata rules if the IRA owner also owns a SIMPLE IRA? Is the SIMPLE excluded from the calculation? Thanks Joseph Answer: Joseph: The pro-rata rule looks at the balance... by Kenny | Apr 19, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
April is National Financial Literacy Month and a perfect time to increase your financial literacy, while establishing and maintaining healthy money and finance habits. One way you can become financially savvy is by getting advice from financial professionals.... by Kenny | Apr 18, 2018 | IRA BLOG
One of the greatest benefits of an IRA is its ability to provide tax-favored wealth for heirs. An IRA left to a beneficiary can be “stretched” to provide pre-tax compound investment returns for the rest of the beneficiary’s life — or even...