Monthly Archives: May 2020

Wealth Planning Opportunities that Leverage Today’s Low-Interest Rates by Eric P. Zeitlin

Posted May 28, 2020

Significant declines in key economic indicators during the COVID-19 pandemic have encouraged the Federal Reserve to maintain its aggressive monetary policy, keeping benchmark interest rates near zero. Despite the financial fallout and future uncertainty created by the coronavirus, high-net-worth individuals should consider these periods of low-interest rates to be prime time for implementing certain estate-planning […]

Relatable Finance Podcast Episode 44 – Should We Have Seen The Bear Market Coming?

Posted May 26, 2020

In this episode the relatable finance guys debate the question – should we have seen this bear market coming?

Relatable Finance Podcast Episode 43 – When Might the Economy Return to Normal?

Posted May 12, 2020

In this episode, the relatable finance guys discuss the various scenarios for the economy returning to normal.

Weighing the Choice between a Traditional IRA or a Roth IRA by Brendan Hayes

Posted May 10, 2020

A Roth IRA is a unique retirement savings vehicle that allows eligible individuals to set aside money today for a potentially tax-free income stream in the future. Like a traditional IRA, a Roth arrangement allows individuals to make annual contributions of up to $6,000 in 2020, or $7,000 for savers age 50 and older. That […]

It May be Time to Start Thinking About a Hybrid Long-Term Care Insurance Policy by Scott Montgomery

Posted May 5, 2020

One of the greatest risks to your retirement savings is your longevity. The longer you live, the more likely you will develop a chronic medical condition or disability that can impair your ability to take care of yourselves later in life. Without proper planning and saving for these circumstances, it is possible that the rising […]

UPDATED Rethinking Inherited IRAs After the SECURE Act by Lee F. Hediger

Posted May 1, 2020

The SECURE Act’s elimination of stretch IRAs poses a challenge to many high-net worth account owners who had hoped to pass their savings to the next generation and allow inheritances to continue growing tax-free over beneficiaries’ lifetimes. Under the law, non-spouse IRA beneficiaries must withdraw the entirety of inherited IRA accounts within 10 years of […]

Joining an Independent Broker-Dealer Can Strengthen Financial Advisors’ Capabilities, Help to Improve Client Services by Eric Zeitlin

Posted May 1, 2020

Gone are the days when large, institutional banks and wirehouses were the only ones with pockets deep enough to arm financial advisors with the tools needed to attract and retain wealthy clients. Today, independent broker/dealers and registered investment advisories associated with independent wealth management firms have access to a wide array of customizable strategies and […]

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