Health care and the election: What if Biden wins? What if Trump wins?Candidate Joe Biden and President Donald Trump promise two distinctively different paths for health care in America. Let’s take a look at both.The global pandemic and its associated economic downturn combined with the most visible …
Articles
10 estate plan pitfalls to avoid
10 estate plan pitfalls to avoidReview your estate plan regularly to ensure it meets your needs.Do you remember when you last reviewed your estate plan? If the answer is when you first signed the stack of documents at your attorney’s office, then you’re not alone. Many of us complete an estate plan …
Thinking About The Unthinkable In Your Estate Planning
Thinking About The Unthinkable In Your Estate PlanningThe current pandemic has caused many of us to confront our own mortality and to think about the “what if” scenarios if we, or someone we love, gets sick. With almost a million Covid deaths worldwide, it’s hard not to be concerned. As difficult as …
Use Of Roth IRAs And Survivorship Insurance After The SECURE Act
Use Of Roth IRAs And Survivorship Insurance After The SECURE ActFrom a pre- and post-death income tax planning perspective, the SECURE Act is all about tax brackets. If left unaddressed by clients and their advisors, the result of the new law will likely be that the clients’ children will be forced …
Add Excitement To Your IRA With A QLAC Old-Age Annuity
Add Excitement To Your IRA With A QLAC Old-Age AnnuityWith a fixed-income backstop for later years, you can be more adventurous with the rest of your retirement investing.Stocks will probably do a lot better than bonds. But retirees can’t be sure of that, and especially can’t be sure they won’t get …