Jamie Hopkins
Jamie Hopkins is a professor of tax at the American College’s Retirement Income Certified -Professional program. Follow him on Twitter @RetirementRisks.
Jamie Hopkins is a professor of tax at the American College’s Retirement Income Certified -Professional program. Follow him on Twitter @RetirementRisks.
The measure, which seems to have stalled in the Senate, would eliminate stretch IRAs for some beneficiaries.
There are a couple of requirements clients should meet before they start picking stocks.
Research has shown FIAs can outperform bonds, making them a solid bond alternative.
Research has shown FIAs can outperform bonds, making them a solid bond alternative.
FIA sales took off shortly after the demise of the DOL fiduciary rule.
FIA sales took off shortly after the demise of the DOL fiduciary rule.
Advisers need to be aware of conversion rules so not to cause extra headaches.
Although the ability to move funds from an IRA to an HSA is limited, it can be a valuable way to deploy IRA funds.
Studies show that self-confidence goes hand in hand with being successful.
The accounts come with powerful tax advantages, but not many people use HSAs, and even fewer use them in the optimal manner.
