Workshop – Understanding Beneficiary Trust Shares: What Protections They Afford and Why They’re Important20230801145211
Workshop – Understanding Beneficiary Trust Shares: What Protections They Afford and Why They’re Important
August 1, 20230 comments
Thursday, October 19th, 2023 at 4:00pm Attend in Colorado Springs at the Phyllis A Hammond Educational CenterOr Attend Online via ZoomA workshop exclu...
Ahead of the Game: A Beginner’s Guide to IRA Distribution Rules and Beneficiary Designations for Estate Planning20230506103529
Ahead of the Game: A Beginner’s Guide to IRA Distribution Rules and Beneficiary Designations for Estate Planning
May 6, 20230 comments
Understanding the rules governing IRA distributionsOne of the most important aspects of planning for retirement is making sure that your retirement ac...
Your Family’s Investments Require a Strategic Change20230203154005
Your Family’s Investments Require a Strategic Change
February 3, 20230 comments
An entire generation of investment advice has collapsed in one short year. Traditionally, bonds have been a safe and steady investment. Since the 1980...
When the Worst Investment Turns Out to be the Best Plan20221005054732
When the Worst Investment Turns Out to be the Best Plan
October 5, 20220 comments
Most of us know that annuities are not an outstanding investment, at least most of the time. But there are exceptions to that general rule, and these ...
Taxes and Retirement – Plan Now to Save Thousands20220830132520
Taxes and Retirement – Plan Now to Save Thousands
August 30, 20220 comments
Minimizing income tax and maximizing income in retirementWhat are the best retirement vehicles for you, given your age, income bracket, tax bracket, a...
To Roth or not to Roth20210713112600
To Roth or not to Roth
July 13, 20210 comments
Tax advantages for IRA conversionsA good financial advisor will use different tools available in order to blend your retirement income to minimize inc...