This popular retirement savings vehicle comes in several varieties. What don’t you know? Many Americans know about Roth and traditional IRAs, but there are other types of Individual Retirement Arrangements. Here’s a quick...
Read MoreWise moves to make before things are finalized. Before your divorce goes through, it will be wise to check up on financial matters. It will be better to assess the state of your financial life before the split rather than after. Find...
Read MoreComparing the old rules with the new. The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax strategies....
Read More
Thursday, May 3, 2018
Are Millennial Women Saving Enough for Retirement? The available data is more encouraging than discouraging. Women 35 and younger are often hard-pressed to save money. Student loans may be outstanding; young children may need to be...
Read MoreThe habits and values of wealthy Americans. Just how many millionaires does America have? By the latest estimation of Spectrem Group, a research firm studying affluent and high net worth investors, it has more than ever before. In 2015...
Read MoreWhat is cost basis? Stepped-up basis? How does the home sale tax exclusion work? At some point in our lives, we may inherit a home or another form of real property. In such instances, we need to understand some of the jargon involving...
Read MoreYour approach to building wealth should be built around your goals & values. Just what is “comprehensive financial planning?” As you invest and save for retirement, you will no doubt hear or read about it – but what...
Read More
Wednesday, January 24, 2018
If you do, there are some “minor concerns” to keep in mind. Should you make a minor child the primary beneficiary of your IRA? Are there any caveats to that choice? IRA owners frequently name young children as contingent...
Read MoreThe "HUNT" Club A monthly newsletter for our clients and friends July 2017 Edition
Read MoreThe "HUNT" Club A monthly newsletter for our clients and friends June 2017 Edition
Read MoreHere is a way for a solopreneur to save much more for retirement. Self-employed? Seeking to ramp up your retirement savings? You should look at the potential of the Roth Solo 401(k). If you are a high-earning solopreneur, this savings...
Read MoreDoes taking a Roth IRA distribution affect the taxation of Social Security benefits? Generally, no. If the Roth IRA distribution is a qualified distribution (i.e., it’s made after 5 years and because the Roth IRA owner is age 59...
Read MorePress-Release - Ed Slott IRA Conference – May 2017
Read MoreThe "HUNT" Club A monthly newsletter for our clients and friends May 2017 Edition
Read MoreIf an investor chooses a non-human financial advisor, what price could they end up paying? Investors have a choice today that they did not have a decade ago. They can seek investing and retirement planning guidance from a human...
Read MoreContributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 may result in a 10% IRS penalty tax in addition to current income tax. The Roth...
Read Morepress-release-ed-slotts-master-elite-workshop-oct-2016-rmh
Read MoreHow do you claim them? How much can you receive? About 5 million widowed Americans get Social Security survivor benefits. If your spouse has passed, you may be eligible to collect them. This means that you could receive as much as 100%...
Read MoreThe answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since...
Read More