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Retirement Planning

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 […]

Keep an Eye on Estate Planning Through COVID-19 Pandemic by Eric P. Zeitlin

Posted March 19, 2020

The novel coronavirus (COVID-19) pandemic is having a profound impact on people and businesses across the globe. Lives have been lost, businesses are facing the potential of mounting losses, and an uncertain economic future is roiling the global equity markets. Through this time, families must also assess the impact of the virus on their estates […]

Florida Becomes Fourth State in Nation to Allow Electronic Wills by Lee F. Hediger

Posted January 28, 2020

To encourage more people to engage in estate planning and communicate how they intend to maintain, protect and distribute their assets upon incapacitation or death, the Florida legislature recently approved the use of electronic wills and certain other legal documents. Effective Jan. 1, 2020, Florida residents have the convenience of creating and executing wills and […]

UPDATED Plugging the Leak on 401(k) Plan Early Withdrawals by Sean Deviney, CFP®

Posted February 26, 2019

American businesses appear to be doing a good job of helping their workers prepare for an eventual retirement by establishing and encouraging employees to contribute to 401(k) retirement savings plans. However, U.S. workers often view their growing retirement account balances as a convenient till they can tap into to pay for everyday expenses before they […]

Can I Borrow from my 401(k) Retirement Savings? by Olga Ismail

Posted October 31, 2018

The good news is that the 401(k) has become one of the primary sources of retirement savings for most Americans, with 74 percent of workers actively participating in these plans, according to the Employee Benefits Research Institute (EBRI). The bad news is that some workers view these savings as a piggy bank they can tap […]

Oscar Castellanos and Melvin Perez Join Provenance Wealth Advisors

Posted January 15, 2018

MIAMI, FL – Jan. 15, 2018 – Oscar Castellanos, AAMS, WMS, and Melvin Perez, CFP®, have joined Provenance Wealth Advisors as financial advisors based in the firm’s Miami office. Castellanos and Perez have nearly 40 years of collective experience. Both specialize in financial planning, portfolio management and estate planning for domestic and international clients. “We […]

Helping Aging Parents Decide to Stay in Homes or Move Out by Brendan T. Hayes

Posted November 7, 2017

A harsh reality of getting older is the potential that physical and mental limitations can impact individuals’ quality of life and their ability to continue living independently. When individuals fail to plan in advance for these possibilities, decision-making may fall to their adult children who may not have a grasp of their parents’ emotional ties […]

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