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Tag Archives: stretch IRA
Will You Avoid These Estate Planning Mistakes?
Too many wealthy households commit these common blunders. Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly, but make mistakes that can potentially affect both the transfer and destiny of family wealth. … Continue reading
Posted in Articles
Tagged estate planning, income, iras, Michael Canet, prostatis financial advisors group, Prostatis Group, retirees, retirement, savvy, savvy investor, stretch IRA, taxes
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Little Things That May Help Your Retirement Saving
Over time, these seemingly small factors could make a major difference. Saving for retirement takes decades and demands the investment of significant amounts of your income. As this major effort unfolds, you should recognize that some subtle factors and … Continue reading
Posted in Blog
Tagged income, iras, Michael Canet, prostatis financial advisors group, Prostatis Group, retirees, retirement, savvy, savvy investor, stretch IRA, taxes
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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
Posted in Blog
Tagged DOW, income, iras, Michael Canet, prostatis financial advisors group, Prostatis Group, retirees, savvy, savvy investor, stretch IRA, taxes
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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
Posted in Blog
Tagged income, iras, Michael Canet, prostatis financial advisors group, Prostatis Group, retirees, savvy, savvy investor, stretch IRA, taxes
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