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House Passes SECURE Act – How it Could Impact Your Retirement Plan

May 29, 2019

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) passed in the House with a 417-3 vote on Thursday, May 28th and is expected to make it through the Senate during this current term. The SECURE Act would be the first real major retirement...
Saving for Retirement: A Brief Overview

Saving for Retirement: A Brief Overview

Nov 16, 2018

You’ve started your career. You’re paying your dues and you’re making ends meet. The good news is, no matter where you are in your career, you can start making important steps toward securing your retirement; as immediately as on the very first day...
When Are IRA Distributions Not Included in a Spouse’s Gross Income?

When Are IRA Distributions Not Included in a Spouse’s Gross Income?

Aug 9, 2018

In Private Letter Ruling 201831004 (released Aug. 3, 2018), the Internal Revenue Service ruled that a decedent’s individual retirement account wasn’t an inherited IRA and that his surviving spouse would be treated as the payee of the IRA proceeds because she made a...
How Much Life Insurance in Retirement?

How Much Life Insurance in Retirement?

May 17, 2018

If you do need life insurance, financial professionals use one or more ways to calculate how much life insurance a surviving family will need…. Those include human life, financial needs and capital retention. The human life value approach uses projected future...