Tag Archives: iras

A Guide To 2017 Tax Law Changes (And More)

As taxpayers and tax preparers send in 1040 forms for 2016, they are also wondering about the changes to federal tax law that may occur in 2017 and 2018. Will President Trump’s administration be able to follow through on his campaign … Continue reading

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The Dow Finally Did It

The Dow finally did it: it topped 20,000 for the first time. What does this development mean for the equity market and your portfolio? Ultimately, it may not mean very much. Does it signal that 2017 will be a great year … Continue reading

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Stretch IRA: Are Its Days Numbered?

It’s been on the Congressional chopping block for the past five years, and some believe time is about to run out on the stretch IRA, a staple of estate planning for the affluent. Bolstered by hefty revenue projections ($5.5 billion … Continue reading

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5 Smart Tax Moves To Make Before Year-End

The last thing people want to think about amid the bustle of November and December is taxes.  The holidays and a presidential transition — needless to say, there are a lot of big events hanging in the balance this time … Continue reading

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Host Of The Savvy Investor Show, Michael Canet JD LLM, Discusses 6 Surprising Facts About Retirement

Michael Canet JD LLM, is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this article, Canet discusses … Continue reading

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6 Surprising Facts About Retirement

Americans are living longer than ever before, resulting in lengthy retirements. But if you assume most people are saving more in order to prepare for their long-term needs, you’d be mistaken. Here are some of the more startling truths about … Continue reading

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4 Big Retirement Regrets That You Should Avoid

Plan ahead carefully to ensure you have enough money to do the things you want after you retire. The closer you get to retirement, it seems, the more pressure there is to plan ahead. But how do you know if … Continue reading

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5 Things You Can Do Right Now to Help Improve Your Retirement Outlook

When you’re about five years away from retiring, take these five steps to complete your retirement masterpiece. When most people think about retirement planning, they put the focus on growing their money. Their mood rises and falls with every roller-coaster … Continue reading

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Roth IRAs Could Get Excess 529 Savings Under Senate Proposal

Bipartisan legislation recently introduced by U.S. Senators Richard Burr (R-N.C.) and Bob Casey (D-Pa.) is designed to encourage more American families to save for college by making it easier for them to use Section 529 college savings accounts. The Boost … Continue reading

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