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3 Roth Conversion Traps To Avoid After The SECURE Act
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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10 Common Estate Planning Mistakes (and How to Avoid Them)
Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.
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4 Ways To Improve Your Estate Plan
Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.
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Hope’s In Builds “Invest in Others’ Home
Shelter is the most basic of necessities, but for many, safe living conditions are in short supply. In Guatemala, the third poorest country in Latin America, more than 50% of all families live in extreme poverty, sheltering in makeshift, unsafe and unsanitary homes. Jim Quigley is helping to reverse those grim statistics…one family at a time. A Chicago-based financial advisor, Jim is the founding board member of HOPE’S IN, a nonprofit dedicated to empowering families in Guatemala City and developing the next generation of humanitarian leaders. For six years, Jim and his family have helped to build homes and provide vital...read the full article
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Breaking Down The Basics Of HSAs
Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.
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Busting Three Half-Truths About Reverse Mortgages
A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.
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How to Get Investors to Save More for Retirement? Perhaps by Saying Hello to Their Future Self
The number of Americans prepared to meet their basic expenses in retirement has drastically declined in the last 20 years, according to research published by Boston College.
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Breaking Down The Complex World Of Social Security Spousal Benefits
Social Security is part of the bedrock of retirement security in the United States. For one-third of all retirees, Social Security represents nearly all of their retirement income. For two-thirds of retirees, Social Security makes up more than half of their retirement income. Overall, Social Security represents nearly one-third of all retirement income for retirees.
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Jim Quigley Wins Invest in Others Global Impact Award | Chicago Financial Advisor Earns National Recognition for Hope’s In
Newton, MA – October 9, 2018 – Jim Quigley, Founder and CEO of Barrington Wealth Management in Chicago, Ill. won the 2018 Invest in Others Global Impact Award, one of seven awards presented on September 27 at the 12th annual Invest in Others Awards Gala in Boston.
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Be inspired by incredible advisers and firms’ charitable efforts
Advisers, firms win for leadership at the 12th annual Invest in Others Awards Sep 27, 2018 @ 10:00 pm By Sarah Min
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