What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life, you may also end up retiring at a […]
Tax Efficiency in Retirement – Presented by Mark K. Lund, Financial Advisor Read More
Do you know what has changed for I.R.A. beneficiaries? New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited Individual Retirement Account (I.R.A.) distributions. The big change: the introduction of the 10-year rule for beneficiaries.
The New Inherited I.R.A. Rules – Presented by Mark K. Lund, Financial Advisor Read More
THE WEEK ON WALL STREET A rocky week with wide price swings led to mixed results for stocks last week, as investors grappled with anxieties over economic growth and weakness in technology and other high-growth stocks. The Dow Jones Industrial Average added 1.36%, while the Standard & Poor’s 500 gained 1.57%. The Nasdaq Composite index
The Fiduciary Advisor Report – Monday, March 29, 2021 – South Jordan, Utah Read More
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