Tag: IRA

Are the IRA RMDs Too Taxing?

At age 72 or older, IRA owners are required to take minimum distributions from their IRA even if they don’t need the money to meet current living expenses, creating an unwelcome and potentially significant tax liability.

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Roth IRA for Children: Asset Retention Strategy

Asset leakage is a serious long-term danger to many advisory practices since the inheritors often do not stay with the financial advisor. By working with clients today to open a Roth IRA for their minor children, you lay the groundwork to establish relationships with the future heirs of your clients’ wealth during their most formative years.

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Year-end Financial Planning Checklist

With the calendar year-end fast approaching, it’s time for investment professionals to begin reminding clients of some important financial planning actions they may want to consider before the opportunities are lost.

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