Inheriting substantial assets from a parent is becoming quite common, especially if you are a part of the Baby Boomer generation. This is largely due to the tremendous savings habits of the generations that…
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How to Split an IRA in a Divorce
If you own an IRA and are getting a divorce, there is a good chance it will need to be split in same fashion pursuant to your divorce settlement. This is becoming more common…
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How Retirement Accounts Are Split in a Divorce
Retirement Accounts and Pensions are Common Assets to be Split During a Divorce Retirement accounts and pensions typically make up a large percentage of the total assets to be split during a divorce. While there…
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Sequence of Returns: The Greatest Risk to Your Retirement Savings
The sequence of returns – the greatest risk to your retirement savings – refers to the timing or sequence of when positive and negative investment portfolio returns occur. We believe it is in the retiree’s…
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Advantages of a Roth IRA: The 5 Key Benefits
If you have any earned income and have the discipline to save even a little bit of your take home pay, a Roth IRA can be an ideal investment vehicle for you. Lets go…
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Roth 5 Year Rule
What is the Roth 5 Year Rule? In order to harness the full potential of a Roth account you’ll want to have a good grasp of the “5 year rule” so you can plan accordingly….
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