Roth IRA Conversion Deadline -December 31 Presented by Marc Aarons   I’m reaching out with a timely reminder that the deadline for converting retirement funds to a Roth IRA is coming up on December 31st. There are a variety of reasons why utilizing this conversion before the end of the year could be beneficial to […]

Traditional IRA vs. Roth IRA Presented by Marc Aarons I’ve been getting a lot of questions from clients lately about whether they should contribute to a Traditional or a Roth IRA, so I wanted to reach out and proactively share with you the benefits and drawbacks of each.   Traditional IRA: Contributions to a traditional […]

5 Retirement Concerns Too Often Overlooked Baby boomers entering their “second acts” should think about these matters. Provided by Marc Aarons   Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are […]

How SECURE 2.0 Might Change Retirement -Bipartisan Backed Retirement Legislation- Provided by Marc Aarons   The SECURE Act of 2019 represented the biggest update to retirement law in over a decade, designed to grow American’s savings. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail. In March, the House passed the Securing a […]

Things you can do for your future as the year unfolds.  Provided by Marc Aarons at Money Managers, Inc.                          What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific […]

Long-established retirement account rules change.  Provided by Marc Aarons at Money Managers, Inc.  The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE […]

If passed, it would change some long-established retirement account rules. Provided by Marc Aarons at Money Managers, Inc. If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the […]

Baby boomers entering their “second acts” should think about these matters.  Provided by: Marc Aarons at Money Managers, Inc.   Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are immediately obvious. In […]

What beneficiaries need to know and consider. Provided by Marc Aarons @ Money Managers, Inc.   At first glance, the rules surrounding inherited IRAs are complex. Here are some questions (and potential answers) to consider if you have inherited one or may in the future.  Who was the original IRA owner? If the original owner […]

  Things you can do Financially for 2017            What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial moves may help you pursue those […]