Retirement Planning

what is a roth ira
What is a Roth IRA?
   Quick Summary →  There are two major types of IRAs - Traditional IRAs and Roth IRAs. A Roth IRA is a type of retirement savings account that has no upfront tax benefit (i.e. no tax deduction), but it allows...
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how long will $1 million last
required minimum distributions
A Comprehensive Guide to Required Minimum Distributions
Breaking News:  on December 20, 2019 the SECURE Act was signed into law. Among other things, this bill substantially impacts the rules surrounding Required Minimum Distributions. In the following sections you'll see the new rules summarized in red.  It's the...
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how do financial advisors get paid
How Much Does a Financial Advisor Cost?
One of the most popular questions in the financial world is “how much does a financial advisor cost”? The internet has made it way easier for consumers to compare prices for pretty much any service. Unfortunately, this is not always...
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Step-Up in Cost Basis Explained
Do I Need a Will?
Did you know more than half of all Americans don't have a will? Right now you might be asking yourself: "do I need a will?" If so, you clearly aren't alone. The last thing most people want to think about...
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