Wednesday - September 18, 2019
 

The SECURE Act and Traditional IRA Changes: What is it? How might it affect retirement strategy?

June 26th, 2019

Provided by Pamela J. Sams, CRPC, NABBW’s Retirement Planning Associate  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 House of Representatives and could make IRAs a more attractive component of your retirement strategy. However, it also changes the withdrawal rules on inherited “stretch IRAs,” which may impact retirement and estate strategies, nationwide. Let’s dive in and take a closer look.1 Secure Act Consequences.... Read More

Thoughts On (and Warnings About) the Growing Proliferation of Senior Scams: It’s Time to Talk About Financial Scams

June 1st, 2019

By Anne L. Holmes, APR, NABBW’s “Boomer in Chief” Pamela J. Sams, CRPC, MBA, NABBW’s Retirement Planning Associate, sent an article recently, for me to share on our NABBW Facebook page. When I read it, a story written by and published at Marketplace.org, which I’ve published in its entirety below, I experienced one of those “gut punch” moments. I knew as soon as I read it, that I really had to do more than just pass along the link with a quick comment. Why? Because I recognized the unfortunately scammed people who were profiled in the article, even though... Read More