- The Great Transition: Why the Coming Wave of Boomer Retirements Is the Opportunity of a Lifetime
- As millions of Baby Boomers retire and sell their businesses through 2030, a historic opportunity is emerging for Gen X, Millennials, and Gen Z. Learn why now is the moment to take control of your financial future — and how a financial professional can help.
- What To Do When You Get an IRS Notice (And Why You Don’t Need to Panic)
- IRS notices can be confusing, but they don’t have to be scary. Learn what common notices mean, what to do next, and when to contact your financial professional for help.
- Video Tips: How Trustworthy Is Social Media Tax Advice?
- Social media tax tips can be misleading or incorrect. Learn why relying on online tax advice can lead to costly mistakes.
- Things You Need to Know About Reverse Mortgages
- A reverse mortgage is a financial product that allows homeowners, typically aged 62 or older, to convert part of their home equity into cash. Unlike a traditional mortgage, where the homeowner makes payments to a lender, in a reverse mortgage, the lender makes payments to the homeowner. This can be done as a lump sum, regular monthly payments, or a line of credit.
- Understanding Designated Roth Accounts: Benefits, Contributions, Distributions, and Tax Implications
- In the realm of retirement savings, the designated Roth account stands out as a unique option that offers tax-free growth and withdrawals under certain conditions.
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