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Advanced Planning for IRA's and RMD's


I got another email today from a radio listener who is turning 70 ½ and wanted to know more about the RMD withdrawal procedure. Hopefully, you read Beth’s last blog, 5 FAQs on RMDs and IRAs Answered. Many clients and listeners worry about this process! My message to you is that there is nothing to worry about, as long as you know the rules and have the withdrawals on autopilot. But sometimes, it’s about more than simply signing the RMD form and receiving a check. There are certain situations that require a more detailed plan, such as the following:

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In Retirement Planning, Annuities, Estate Mangement Solutions, Asset Protection Planning

4 Reasons to Own an Annuity




Now that the Powerball winner has come forward to claim her prize of $758 million (before taxes), you can’t turn on the television or radio without hearing the word “annuity.” The winner of the lottery had a very important choice to make, and that was whether to an after tax lump sum, or the pay taxes and receive income for life. This got me thinking about the number of people who don’t understand exactly what an annuity is and how it can be beneficial to their lives when used in the following situations:

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In Retirement Planning, Annuities

Annuity Awareness Month in Massachusetts



June is annuity awareness month. How did this come about and why? In 2015, The Commonwealth of Massachusetts proclaimed June
Annuity Awareness Month, to "educate consumers on annuity benefits, support them in considering annuities... and encourage them to seek professional advice for implementing annuities effectively in their income and legacy planning."

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In Retirement Planning, Annuity, Annuities, Annuity Awareness
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