Skip to main content

Posts

Showing posts with the label InvestmentAdvisors

The Basics of Inherited IRAs

How do inherited IRAs work in the post-SECURE Act world? Manager of Financial Planning Andrew Busa carefully explains the “need to knows” going forward plus a recent development just last week. Watch now. Disclosure: For informational purposes only. Not intended as investment advice. Subscribe to Adviser: Learn more about Adviser: #iras #inheritance #financialplanningmonth... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Individual Retirement Accounts (IRAs) have become a significant tool for retirement savings, allowing individuals to invest in various securities while receiving tax benefits. An inherited IRA, as the name suggests, is an IRA account that someone inherits from a deceased loved one. This often occurs between spouses or family members, but it can also apply to unrelated beneficiaries who are named in the account. Inh

Making Sense of Social Security with Mary Beth Franklin

Social Security can feel highly complex and extremely overwhelming. Since its creation in 1934, over 2,700 rules have been created to govern its benefits. They’re not a whole lot of fun to read, think about, or try to make sense of - especially because they were made for a world that’s very different from the one we live in now. Few people understand this better than Mary Beth Franklin. Mary Beth is a benefits guru, a contributing editor at InvestmentNews, a nationally recognized expert in Social Security claiming strategies, and a frequent public speaker. With a background as a Capitol Hill reporter and experience as a retirement and tax editor at a national magazine, she’s an authority on retirement income planning. Today, Mary Beth joins the podcast to answer your many questions about Social Security. You’ll learn how Social Security became the overly complicated system that it is today, why you may want to delay taking your benefits (or take them early), and how best