For 2020, the rules governing required minimum distributions (“RMDs”) from retirement plans and early withdrawals of retirement plan funds have changed. Please take time to read this summary of important changes especially if [...]
We often receive questions about Roth IRA conversions, the main question being “Should I convert my traditional IRA to a Roth IRA”? The answer to that question is that anyone can convert their [...]
For our first client communication in 2020, we want to share important information on how to protect one of your most valuable assets, your personal information. Your personal, private information (“PI”) is any [...]
As we approach the Holiday Season, we want to share some year-end charitable and family gifting reminders. The following list contains general information for your review and consideration. The first and best [...]
Real Assets Adviser, a publication of Institutional Real Estate, Inc., is edited exclusively to meet the real asset-related information needs of members of the U.S. private wealth advisory community. The monthly magazine invited [...]
There are opinions on both sides as to whether buying life insurance for children or grandchildren is a good idea or an appropriate financial investment. Here are four reasons to consider in making [...]
If you turn 50 by the end of this calendar year or are already over 50, you may have the option to make additional “Catch-up” contributions to your retirement account. Catch-up contributions allow you [...]
Required Minimum Distributions If you are 70 ½ in 2018 and have an IRA, you must take your “required minimum distribution” (RMD) by year-end. Your RMD is calculated by dividing your IRA balance [...]
Some topics are difficult to discuss. The cost of long term care (LTC) is certainly one of them. We encourage you to take a moment and contemplate the information in this important post. Elder [...]