Planning the timing of your Roth IRA conversion carefully cannot only reduce taxable inome but manage Mediare premiums. Continue Reading
Erroneous or outdated beneficiary designations can result in distribution of retirement plan assets, life insurance policies, and annuity contracts to unintended beneficiaries, unfavorable income tax consequences, and expensive and protracted litigation in some cases. Continue Reading
One underutilized strategy for optimizing the longevity of assets when planning for retirement is a staged, or multi-year, Roth IRA conversion plan. There are seven reasons to start this type of plan today. Continue Reading
A surviving spouse who has the same, or even less, income will often be subject to higher federal, and potentially, state, income tax liability. Continue Reading
When presented in the context of retirement income planning, fixed income annuities have proven to be the most appropriate and natural commercial solution for providing sustainable lifetime income. Continue Reading
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