CLIENT PORTALS
Blog
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The Setting Every Community Up For Retirement Enhancement Act of 2019 (The SECURE Act)
- January 14, 2020
- Posted by: Danny Michael
- Category: 401Ks and IRAs
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The SECURE Act which went into effect on January 12, 2020 made a number of changes to laws that will effect the retirement of nearly every American. Most notable was the elimination of Stretch IRA’s, which will now force most non-spouse beneficiaries to withdraw inherited IRA balances in a 10 year timeframe. Other significant IRA
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Managing Your Retirement Plan
- August 18, 2019
- Posted by: Danny Michael
- Category: Retirement
Managing Your Retirement Plan Once you have implemented your retirement plan, it’s important that you are able to monitor and make adjustments to it as needed. Making adjustments to your plan is arguably the most important aspect of a financially sound retirement plan. After all, a plan is just a blueprint based on a number
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Implementing Your Retirement Plan
- August 9, 2019
- Posted by: Danny Michael
- Category: Retirement
Implementing Your Retirement Plan Now that your plan is complete it’s time to move on to implementation. During this step you will be interacting with the Social Security Administration, your human resources department, the custodians of your employer-sponsored retirement plans, your current investment custodian, your insurance companies, your estate planning attorney and your financial planner.