by Chris GrandeFebruary 7, 2016 Retirement Income Planning Annuity Rollover Options When considering annuity rollover options, an investor may learn some new terms. Like 1035 exchange. Or Fixed Index Annuity. Or … Read More
by ChrisJune 24, 2013 IRA Planning IRS Rules Partial IRA Transfer Blows Up a 72t Plan A partial IRA transfer currently using Rule 72(t) led to another predictable result for an IRA who was ignorant of … Read More
by ChrisJuly 16, 2012 Investing, IRA Planning, Retirement Income Planning, Under Age 35 6 Inherited IRA Mistakes to Avoid Note on Inherited IRA Mistakes: IRA issues can affect multiple generations! Inheriting an IRA is not like inheriting a car. … Read More
by ChrisMarch 26, 2012 IRA Planning, Retirement Income Planning 72T Questions Increasing As More People Choose to “Retire” Early If you’re like many people, you’re getting sick of working at your job. And instead of continuing to look for a job similar … Read More
by ChrisDecember 14, 2011 Financial Planning, IRA Planning, Retirement Income Planning Don’t Make This Costly IRA Beneficiary Mistake A beneficiary mistake on an IRA can cost you thousands… You’ve done your estate planning and probate real estate. You’ve … Read More
by ChrisMay 13, 2011 Retirement Income Planning Roth vs Traditional IRA The debate is never ending. Should you contribute to a Roth IRA or a Traditional IRA for your retirement? I … Read More
by ChrisApril 8, 2011 Financial Planning, Investing, Retirement Income Planning, Under Age 35 Getting Paid to Save for Retirement a tax code benefit for lower income folks goes often unused… Getting paid is always a good thing. Getting paid … Read More
by ChrisDecember 28, 2010 Retirement Income Planning If People Are Worried About Retirement, Why Don’t They Take Action? Numerous examples have shown that many people often fail to make a good decision, even when they KNOW it is … Read More
by ChrisNovember 24, 2010 Financial Planning, Retirement Income Planning Placing Income Investments In Your IRA Before December 31? With the upcoming tax increases approaching January 1, and with Congress still at a standstill about deciding who ‘deserves’ to … Read More
by ChrisNovember 15, 2010 Financial Planning, Retirement Income Planning Roth Conversion: Why You Might NOT Want To Although many clients and advisors are jumping at this opportunity (to convert Traditional IRA's to Roth IRA's), there are a … Read More