Category: IRA
Pension Lump-Sum vs. Annuity: Which to Choose?
One of the questions we often get from our clients is, “Should we take the lump-sum option or the annual payments when receiving distributions from...
Inflation and Retirement
Inflation – even minor inflation – reduces purchasing power over time. Like the famed economist Milton Friedman once said, it’s the hidden tax that creeps...
How To Select A Financial Advisor
Types of Financial Advisors (and which ones you should avoid) Types of Advisors Before beginning your search, it is essential to understand the difference between...
Are Your Beneficiary Designations Up to Date?
Here’s a simple financial question: Who is the beneficiary of your IRA? How about your 401(k) or annuity? You may be saying, “I’m not sure.”...
Starting a Roth IRA for a Child or Grandchild
Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You...
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