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Information provided on this page is informational only. Nothing posted here should be considered investment advice. Please review your financial situation with a qualified financial professional before taking action. For more information please see our disclosure.

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LGBTQ+ IRA Beneficiary Planning After the SECURE Act

Since the SECURE Act became law in December 2019, there has been a lot of talk in the press that the “Stretch IRA era is over”. The “Stretch” referring to the ability of the beneficiary of an IRA to stretch out Required Minimum Distributions (RMDs) from the IRA over the beneficiary’s lifetime. It is true that the SECURE Act has changed the rules for some beneficiaries of IRAs who now have only 10 years to fully distribute the funds inside inherited IRAs. But there are notable exceptions that impact LGBTQ estate planning when it comes to choosing beneficiaries.

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SECURE Act Signed Into Law- What This Might Mean For You

After much deliberation in Congress, the SECURE Act has made its way through and is likely to be signed into law this week. For those who missed it, we wrote a post back in June about the proposed changes to the retirement saving landscape. Now that the law has been finalized, we wanted to highlight some of the key changes and how it might impact you and your retirement savings.

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Retirement Help or Hindrance? What to Know About the SECURE Act

In case you haven't heard, a new bill has passed through the House of Representatives called the SECURE Act (Setting Every Community Up For Retirement Enhancement). The Act attempts to tackle parts of the retirement savings crisis. Like most bills that come out of Congress, there are good parts and bad. How will this impact you? Here are the top things we think you should know about this bill.

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Top 5 Things To Do When Looking For An Estate Planning Attorney

No one likes talking about death. But as Ben Franklin said, the only two certainties in life are death and taxes. Although we may not enjoy talking about it, this is an incredibly crucial part of anyone's financial plan. But where do you start? After you have some sort of idea of what your wishes will be, it is crucial that you find a qualified estate planning attorney to set those wishes into action.

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How To Protect Your Retirement

While retirement is a chance to begin a new chapter, that does not mean it comes without financial risks. One of the most troubling is the potential for needing long-term care. According to longtermcare.gov an individual turning age 65 has almost a 70% chance of needing some form of long-term care service at some point in their life. With the costs of healthcare continually on the rise, what have you done to prepare to ensure you and your family are taken care of?

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What's The Value of a Financial Advisor Anyway?

In today's digital age, almost anything you could ever want to know can be found online. Have a leaky faucet? Watch a YouTube video on how to fix it. Want to find high-interest fee-free savings accounts? Just Google it. Have the urge to learn how to code? Enroll in a free course online. With the wealth of information found on the internet this begs the question, do I really need a financial advisor?

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