To Diversify…….or Not? Most investors are under-diversified. They do not own commodities or real estate even though those categories are mostly non-correlated with the stock & bond markets and represent about 40% of global investable assets. It is easy, and sometimes more comfortable, for under-diversified investors to over-invest in domestic […]
Recap of changes to Inherited IRA’s There are several important tax considerations involving RMD’s (required minimum distributions) that every IRA beneficiary and any other retirement account holder should know, that came out of the SECURE 2.0 ACT. A “10 year rule” now applies to many beneficiaries of inherited IRA’s. Also, […]
Give now or give later….. Over the years we have discovered that of all the ways you can use money (lifestyle, saving, debt/taxes & giving), giving is by far the area most of us are not content or satisfied with, in our current state of affairs. Why is that? It […]
For many years now the decision to convert IRA money to ROTH IRA has both promoters and detractors. Why is that? Most of the fuss is over whether to pay taxes now or later. If you knew with certainty whether tax brackets would be higher or lower than where you […]
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, IL IN, MI, NC, OH, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, MainStreet Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
