For the past few weeks, I have shared ideas and information about using qualified money as a funding source for Asset Care. What I have not done is share with you what it offers your clients. Aside from using a resource that will be required to be tapped for income by the age of 72... Continue Reading →
Funding Asset Care with qualified money (traditional IRA, 401k, 403b, etc) is a simple concept. Here is what you need to know at a high level. You will certainly have questions - please contact Justin Fox at (844) 658-3725 or via email at justinfox.isp@oneamerica.com . Register for my upcoming webinar taking place March 5 at... Continue Reading →
You probably know some people with IRAs, 401(k)s, or 403(b)s - right? Qualified dollars have their issues You can’t avoid eventually paying taxes on pre-tax money that grows tax-deferred. Required Minimum Distributions (RMDs): Money needs to be taken out beginning at 72, whether your client wants it or not. When qualified money passes to heirs... Continue Reading →
The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. The SECURE Act is aimed at increasing access to tax-advantaged accounts and ensuring that older Americans do not outlive their assets. But, it also contains some changes that create an... Continue Reading →
Fridays with Fisher 
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