NextGen: Guarding the Retirement of the Next Generation

NextGen: Guarding the Retirement of the Next Generation

by | | Uncategorized

NextGen: Guarding the Retirement of the Next Generation By Alisha Bennett No matter which side of the political aisle they sit on, most people know that Social Security isn’t necessarily a guarantee for the generations beyond the baby boomers. It isn’t just the...
Going Hybrid: Banking Alternatives

Going Hybrid: Banking Alternatives

by | | Uncategorized

Going Hybrid: Banking Alternatives By Alisha Bennett Dealing with banking issues can be frustrating. And when you have a Check Book IRA or a Solo 401(k), it can stop a deal in its tracks. Not to mention the scandals that have rocked the banking world in the last...
401(k)s: Top Myths

401(k)s: Top Myths

by | | Uncategorized

401(k)s: Top Myths Recently, a client was very disappointed to learn that their 401(k) was not transferable; they’d assumed because they were 100% vested that the funds could be moved. (Read more about being vested here). This is a common misconception that I’ve seen...
How to Avoid the Headache of Inherited IRAs

How to Avoid the Headache of Inherited IRAs

by | | Uncategorized

How to Avoid the Headache of Inherited IRAs By Alisha Bennett Inherited IRAs are often an enormous source of confusion for clients. Can they create a Check Book IRA with an Inherited IRA? Yes, they can. Can they commingle the funds in the Inherited IRA with their own...
Doing It Right: The Two-Step Contribution Process

Doing It Right: The Two-Step Contribution Process

by | | Uncategorized

Doing It Right: The Two-Step Contribution Process By Alisha Bennett Many clients are ready to make their contributions for 2016 or get a head start on 2017 (click here for information regarding IRA limits) but are unsure of the process of making contributions to their...