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Can You Put Your IRA into a Trust?

December 11, 2019 By Retegy

What you should know about naming an IRA beneficiary. Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a trust. What you can do, however, is name a trust as the beneficiary of your IRA. The trust would inherit the IRA upon your passing, and your beneficiaries would then have access to the funds, … [Read more...] about Can You Put Your IRA into a Trust?

Market Update (December 4th, 2019)

December 4, 2019 By Retegy

In this month’s recap: stocks stay in rally mode, helped by hints that the U.S. and China may be closing in on a phase-one trade deal; hiring bounces back; key real estate indicators look stronger. THE MONTH IN BRIEF The S&P 500 rose 3.4% in November and attained a series of record closes in the process. Earnings results helped stocks, as did intermittent signals t … [Read more...] about Market Update (December 4th, 2019)

Creating a Retirement Strategy

November 25, 2019 By Retegy

Most people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.  They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy – and … [Read more...] about Creating a Retirement Strategy

Reducing the Risk of Outliving Your Money

November 17, 2019 By Retegy

What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top answers. In fact, 51% of investors surveyed for a 2019 AIG retirement study ranked outliving their money as their top anxiety.1 Retirees face grea … [Read more...] about Reducing the Risk of Outliving Your Money

What if You Get Audited?

November 11, 2019 By Retegy

What the I.R.S. looks for and why. “Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high. In 2017, the most recent statistics available, show the I.R.S. audited 0.5% of all individual tax returns.¹ Being audited does not necessarily imply that the I.R.S. suspects wrongdoing. Th … [Read more...] about What if You Get Audited?

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Market Update

Market Update (December 4th, 2019)

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  • Can You Put Your IRA into a Trust?
  • Market Update (December 4th, 2019)
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  • Reducing the Risk of Outliving Your Money
  • What if You Get Audited?
  • Market Update (November 5th, 2019)
  • End-of-the-Year Money Moves
  • The Solo 401(k)
  • Market Update (October 4th, 2019)
  • Market Update (September 9th, 2019)

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