Posted on February 14, 2019
Despite being in the midst of a government shutdown, the Internal Revenue Service (IRS) was just able to release a 247 page document describing and cementing final rules around section 199A. For those of you who are unfamiliar with 199A, the section provides for a new deduction
Posted on February 6, 2019
Despite wanting and needing more guaranteed income in retirement, many Americans are hesitant to purchase an annuity to provide that income. Some of this hesitancy is due to misconceptions around the products and how they can best be used to support a secure retirement.
Posted on February 6, 2019
Not enough Americans are saving for retirement. What’s new, right? According to the 2018 Retirement Confidence Survey conducted by the Employee Benefit Research Institute (EBRI), only about two-thirds of Americans say they or their spouse have saved anything for retirement, leaving millions …
Posted on February 6, 2019
As more and more people are working in retirement, retirees often need to determine the best strategy for saving or investing their incomes. One option is to save and invest in an IRA during retirement. For one thing, many retirees already have an IRA set up by the time they get to retireme …
