Wednesday - November 20, 2019
 

Tax Strategies for Women

September 20th, 2019

By Jennifer Hipkiss CFP®, EA, MSFP for the NABBW Women are poised to be the leaders in wealth management over the next decade, with an estimated 40% of women controlling assets over $600,000 in America1. Unfortunately, taxation can erode growth of wealth and useable financial resources for your goals – what you earn net of taxes is your true wealth of useable money. Implementing tax strategies to preserve your money will help you grow your wealth, as well as, provide added security to your financial plan without additional risk. Fortunately, there are strategies to help you minimize your tax... Read More

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