Voices Risk-on or risk-off? How to play the summer market rally
IRS gives IRA heirs a break and more flexibility for financial advisors
Article Reference: IRS gives IRA heirs a break and more flexibility for financial advisors
Stocks are doing so well that it may be time to start worrying
By Elena Popina and Jessica Menton US stock market traders are almost completely fearless now, which has some strategists bracing for a possible selloff. The S&P 500 Index has gained 19% this year, pushing investors off the sidelines and into the market. Traders’...
Help Clients Keep Sequence-of-Returns Risk From Sinking Their Retirement
Article Reference: Help Clients Keep Sequence-of-Returns Risk From Sinking Their Retirement
Premium Plus Event
The Likelihood And Cost Of LTC May Be Higher Than You Think
The Retirement and Income Planning Dining Event
Retirement – Lower Taxes on Your RMDs
How Ken Fisher’s ‘girl’s pants’ remarks set off an RIA-led tweet firestorm that became a slow-burn PR disaster that remains uncontained
SS & Medicare guide
Secured Financial Solutions YOUR FIDUCIARY FIRM
- ARE YOUR BANK DEPOSITS SAFE?
When you deposit money with a bank that's insured by the Federal Deposit Insurance Corp., the government guarantees that the funds will be protected, up to certain limits, if the bank fails. Many financial-technology companies that offer banking products; such as checking or savings accounts, are not FDIC insured, so customers' funds are instead passed through to an institution that has FDIC coverage, although customers continue to interact with the fintech for banking services. The post ARE YOUR BANK DEPOSITS SAFE? appeared first on Secured Financial Solutions.
- 3 Types of Trusts That Could Help Wealthy Clients’ Estate Plans
3 Types of Trusts That Could Help Wealthy Clients' Estate Plans A charitable remainder unitrust or annuity trust could help inherited individual retirement account heirs push back the additional income and accompanying taxes; a non-grantor trust can tap into the tax-free capital gains of up to $10 million for qualifying small business stock; and a grantor retained annuity trust may assist in freezing the value of their estate, according to Aaron White, chief growth officer of Pleasanton, California-based Adero Partners. Earlier this year, he wrote a guide to the many kinds of trusts that could assist high net worth estates. The post 3 Types of Trusts That Could Help Wealthy Clients’ Estate Plans appeared first on Secured Financial Solutions.
- 5 WAYS TO CATCH UP ON RETIREMENT SAVINGS
If you’re in your highest-earning years you can make up for lost time. By. Sandra Block for Kiplinger Personal Finance YOU’VE no doubt heard from multiple sources (including Kiplinger) that the key to retirement security is to save early and often. Thanks to the value of compound interest, even small contributions to a 40l(k) or The post 5 WAYS TO CATCH UP ON RETIREMENT SAVINGS appeared first on Secured Financial Solutions.
- How Does the Federal Reserve Work?
The central bank has an outsize impact on financial markets BY KIM CLARK PUBLISHED FEBRUARY 28, 2024 Eight times a year, a group of 19 bankers, finance experts and economists gather for a two-day confab in an elegant cream- and-gold boardroom about a mile from the White House. After they’re done analyzing the outlook for The post How Does the Federal Reserve Work? appeared first on Secured Financial Solutions.