Financial Services Articles
Gauge Real Time Financial Performance
Posted by Jonathan Roller on December 27, 2021
What are the keys to your company’s success? Read on to help unlock the answer.
2021 Rules for Spousal IRAs
Posted by David Schlein on July 07, 2021
Married spouses who don’t work outside the home may still be able to contribute to an IRA. Here are the rules for 2021 for spousal IRAs.
When Should You Take Social Security Benefits?
Posted by Jeffrey Budzinski on March 29, 2021
The age that retirees may start receiving 100% of their Social Security benefit ranges from 65 for people born in 1937 or earlier to 67 for people born in 1960 or later. However, you can also opt to receive reduced monthly benefits as early as age 62 — or you can choose to receive a higher monthly benefit by deferring receipt up until age 70.
The Long-Term Impact of CARES Act Loans and Distributions on Retirement Savings
Posted by on February 18, 2021
The Coronavirus Aid, Relief, and Economic Security (CARES) Act allowed plan sponsors to relax loan and distribution rules in 2020, giving participants greater access to funds during the pandemic. These provisions were implemented to provide relief as many employees do not have adequate short-term savings.
January/February 2021 Market and Economic Update
Posted by David Schlein on February 09, 2021
This January/February video provides an update and recounts the top events that have affected the market and economy in the last several weeks.
Tax Implications of Holding Precious Metal Assets in Your IRA
Posted by on December 16, 2020
In today's uncertain investing climate, you might be thinking about diversifying your IRA portfolio to include some direct and indirect investments in gold, silver, and other precious metals. If so, what are the possible tax implications?
September/October 2020 Market and Economy Update
Posted by David Schlein on October 05, 2020
In this September/October video, Martin provides an update and recounts the top events that have affected the market and economy in the last several weeks.
August 2020 Market and Economy Update
Posted by David Schlein on August 28, 2020
This August video provides an update and recounts the top events that have affected the market and economy in the last several weeks.
How to Avoid Penalties on Early Retirement Account Withdrawals
Posted by D’Marie Murray on August 10, 2020
The COVID-19 pandemic has resulted in many people borrowing from their companies' qualified retirement plans. If economic fallout from the pandemic causes you to default on one of these loans, it will cause negative tax and retirement-saving consequences.
Collect Art? Make Sure Your Estate Plan Addresses It
Posted by Robert Ingrasci on July 16, 2020
For art collectors, it's critical that their estate plans address their collections separately from other types of assets. That's because there are special appraisal and documentation rules for art. Collectors also need to decide whether they want to sell, bequest or donate their collection. Donating can be an effective way to reduce capital gains and estate taxes.