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,
For this month’s blog post I want to address a common misconception that “A High Income Guarantees Financial Security” There are many people that believe that having a high income automatically ensures financial stability and security. However, it is amazingly easy for high income earners to find themselves lost when
What is values-based investing and is it for me? Values-based investing is an approach to investing that not only considers financial returns but also the ethical and societal impact of investments. The main idea of values-based investing is to align an individual’s investment decisions with their values and beliefs. When
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
Look Across the Valley, Not in the Valley Some excerpts from a conference call on April 2nd, made by Nick Murray, a financial services professional of fifty years, and one of the industry’s most respected writers and speakers. The theme of his talk was “Look across the valley because right
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
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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.
