Article Good News for Social Security Recipients By Andrew Busa — August 29, 2022 If you receive Social Security benefits, you’re up for a nice raise next year. We’ll get the final number in October, but based on early estimates, Social Security recipients can expect an 8%–9% increase in their payments in 2023. This amounts to roughly an additional $150 per month for the average beneficiary. … Read Morekeyboard_arrow_right
Video Andrew Busa: Retirees Are Getting a Raise By Andrew Busa — August 25, 2022 Manager of Financial Planning Andrew Busa unpacks one of the largest COLA increases in Social Security benefits in the program’s history.Watch Nowkeyboard_arrow_right
Article Is Social Security Actually Secure? By Diana Linn — August 23, 2022 A recent study found that seven out of 10 Americans fear they will not receive the full Social Security benefits they’re entitled to. These concerns are far from outlandish. Last year, the Social Security and Medicare Board of Trustees reported that the Social Security trust fund can continue to pay out through … Read Morekeyboard_arrow_right
Video Roth Conversions Made Easy By Diana Linn — August 18, 2022 In today's Adviser Takeaway, Diana Linn broke down the three important questions to ask yourself about Roth IRA conversions.Watch Nowkeyboard_arrow_right
Article The So-Called Inflation Reduction Act By Andrew Busa — August 14, 2022 Inflation may be leveling out—and that’s before the Inflation Reduction Act even passes into law. This sweeping legislative package seeks to lower energy prices and health care costs, but will it really lower inflation’s impact on you and me? Tough to say. When we were bracing for the American Families Plan proposed … Read Morekeyboard_arrow_right
Video Diana Linn on the Future of Social Security By Diana Linn — August 11, 2022 In today's Adviser Takeaway, Account Executive and Financial Planner Diana Linn outlined the impact of the upcoming Sacred Trust Act.Watch Nowkeyboard_arrow_right
Article The ‘Mega Backdoor’ Roth IRA By Vanessa Carter-Witt — August 8, 2022 We’re big fans of Roth IRAs. Who doesn’t love tax-free growth? But Roth IRAs come with limitations on who can contribute to them—and how much they can contribute—based on annual income. There’s a workaround, however. One fairly common strategy that skirts these limitations is the “backdoor” Roth conversion—you roll (or transfer) funds … Read Morekeyboard_arrow_right
Video The 10-Year Rule and Your RMDs By Andrew Busa — August 4, 2022 Manager of Financial Planning Andrew Busa analyzed the IRS’ ruling on inherited IRAs and the RMD 10-year rule.Watch Nowkeyboard_arrow_right
Guide Special Report 10 Need-to-Know RMD Facts August 4, 2022 If you have tax-deferred accounts, once you’ve reached the age of 73, you are required to withdraw a minimum percentage by December 31 each year. Failing to do so can come with major penalties and tax implications. Don’t be caught unaware: Read our list of 10 Need-to-Know RMD Facts. Read Morekeyboard_arrow_right
Article Women & Wealth: Questions to Ask a Financial Adviser About Retirement August 4, 2022 High-net-worth women have unique retirement planning needs and, therefore, should be asking their financial advisers these retirement questions…Read Morekeyboard_arrow_right