If Cash is King, a Life Settlement is His Crown Having sufficient liquidity will be the defining economic issue of 2020. Now more than ever, cash is king. As millions of retired seniors witnessed the value of their retirement portfolios plummet amid the COVID-19 crisis, financial advisors were …
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7 Ways LTCi Can Keep Your Client Out Of The Nursing Home
7 Ways LTCi Can Keep Your Client Out Of The Nursing HomeNursing homes have received a lot of attention recently, and not in a good way. According to analysis completed for the Foundation for Research on Equal Opportunity, 42% of all COVID-19 deaths are taking place in facilities that house 0.62% of …
Choosing the Best Long-Term Care Insurance Policy
Choosing the Best Long-Term Care Insurance PolicyHere are three questions to answer that can help steer you in making this critical retirement planning decision.Don’t hurry. But don’t wait too long. That’s the conundrum when you’re considering long-term care insurance. It’s one of those things most …
SECURE ACT’S 10-YEAR RULE BRINGS NEW PLANNING OPPORTUNITIES
secure acts 10 year rule brings new planning opportunities By now, most IRA owners have heard the bad news. The SECURE Act eliminates the stretch IRA for the majority of beneficiaries who inherit in 2020 or later. Instead, for most, a 10-year payout rule will apply. Here is how this new rule works …
The Secure Act killed the stretch IRA — here are alternatives for your inheritance
The Secure Act killed the stretch IRA — here are alternatives for your inheritance Life insurance, taxable investment accounts and charitable trusts are just a few options Individual retirement account holders may have been quite surprised — perhaps unpleasantly — when new retirement legislation …