Author - Mark Hume
- Nick Saban
- Dabo Sweeney
These are the only active football coaches who have won multiple national championships. When Alabama hired Nick Saban, there were only two active college football coaches with multiple national championships: Bobby Bowden and Pete Carroll. Bowden was two years away from retirement and Carroll was becoming mired in sca
That same newsletter from Part 1 just published another article. This one was on the real estate market.
And while it was not as misleading as the Nasdaq vs tech fund issue, it did completely gloss over the largest sectors of this asset class.
Helping our clients implement “tax-smart” strategies is where I believe we provide a substantial amount of value. Anyone who is a DIY investor can open a Vanguard account and fund an S&P 500 Index Fund on a regular basis. Many of those that do this think they have just equaled the work of a financial advisor and saved themselves a lot of money in fees.
The SECURE Act has taken away the ability to stretch an inherited IRA out over someone’s lifetime. What happens when you lose your flexibility?
In the case of inheriting a Traditional IRA, you are required to concentrate your tax liability. The new law requires you to distribute all assets from the inherited account within 10 years.