SECURE Act Passes in Congress
2019 saw the passage of the SECURE (Setting Every Community Up for Retirement Enhancement) Act at the eleventh hour. We wrote late last year about some key provisions to the […]
Savings
The SECURE Act and its Potential Impact on Your Retirement Accounts
Despite all the other things Congress has to do, it has been busy working on the SECURE Act, which stands for Setting Every Community Up for Retirement Enhancement (please see […]
Roth Savings Strategies for High Earners: Strategy #1 – the Back Door Roth IRA
Roth IRAs and 401(k)s are wonderful savings vehicles. Although you cannot claim a tax deduction for them, their earnings are untaxed and there is no income tax due when withdrawn […]
Kulig Financial Advisors Featured in Financial Advisors IQ
We were pleased to recently be featured in Financial Advisors IQ, an on-line service provided by the Financial Times for advisors. For the article, please see https://financialadvisoriq.com/c/1221023/135053. Financial Advisor IQ (FA-IQ) […]
Budget Deal Kills File and Suspend Social Security Strategies
At this time of year, I usually like to write to everyone about charitable giving and thankfulness for the blessings that have come our way in 2015. However, if you […]
Putting Recent Market Events in Context
Because the markets have been rocky recently, I write to put these events in context. Market drops usually create an emotional response, when what we really need to do is […]
2014 Q3 Market Review: Volatility Returns
This quarterly market review is a bit delayed. Nonetheless, we will take our regular temperature of the markets, with a bit of an update through October, since things keep changing. As […]
Seven Financial Lessons from the Greatest Generation
This month’s post is a bit more philosophical than usual. Often I provide market reviews, the latest on Washington’s background chatter on things financial, Federal Reserve policy, etc. In other […]
IRA Rollovers: Important Rule Changes
We have historically recommended that clients do trustee-to-trustee transfers when transferring assets from 401(k) to IRAs. But a recent ruling gives you yet another reason to avoid taking a check […]
Upheaval at Pimco: What it says About Using Active Management
Recent events at Pimco illustrate how things can change even at the best of firms. We discuss how this illustrates the monitoring required if you use active managers, the limitations […]