Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement accounts (like 401(k)s, 403(bs), TSPs, IRAs, etc.). The only ones excluded from ...
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What is the ‘7% guaranteed’ annuity myth?
One of the most common things I hear from people who own or have been pitched an annuity is the belief that the annuity will “earn 7% guaranteed.” Usually this is due ...
Read More »The new $15.7 billion tax on retirement accounts
We have a saying around our office that retirees are one of the highest and most unfairly taxed groups out there, and with the recent passage of the SECURE Act things are ...
Read More »Who believes in the S&P 500 rally?
Last month the S&P 500 reached a new all time high. Crazily this has come at the same time that retail investors have been piling out of mutual funds and ETFs at ...
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Who’s gonna pay for the ‘free’ lunch
The saying “there’s no such thing as a free lunch” has been attributed to many people over the years. Someone must produce and someone must pay for what we consume. There has ...
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The RMD Holiday
The RMD Holiday – We said last month that retirees are one of the highest and most unfairly taxed groups out there and stressed the importance of tax reduction planning when it ...
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