News and Commentary

RMD from Retirement Accounts are Back in 2021 By Robert Mark Weiss, CFA

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Posted on April 08, 2021 by Robert Weiss

For 2021, the IRS is again enforcing required minimum distributions (RMDs) from retirement accounts after a one-year hiatus due to the COVID-19 pandemic. However, the rules for taking RMDs have changed since the SECURE Act went into effect on Jan. 1, 2020, and those individuals who do not rely on RMDs for retirement income may […]

Things You Should Consider When Buying Life Insurance By Jamel Gordon, CFP®

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Posted on March 17, 2021 by Jamel Gordon

Life insurance is a vital estate planning tool intended to help you protect your surviving family members from significant financial burden and other economic risks that can occur when you pass away. In the simplest terms, a life insurance policy provides passes outside of probate to your beneficiaries, providing them with immediate funds to pay […]

Timing Social Security Benefits By Lee F. Hediger

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Posted on March 04, 2021 by Lee Hediger

If you turned 62 this year, congratulations! You may be eligible to begin collecting Social Security benefits. However, the longer you wait to start claiming benefits, the higher the monthly payout you will receive. For example, by waiting until you reach your full retirement age (FRA), as defined by the Social Security Administration (SSA) depending […]

What to Do When Retiring in Times of Economic Uncertainty By Brendan T. Hayes

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Posted on February 24, 2021 by Brendan Hayes

The COVID-19 pandemic continues to leave an indelible mark on individuals and businesses across the globe, sustaining an extended period of economic uncertainty as we enter 2021. During these times, it is natural for soon-to-be retirees to become anxious and question whether they have prepared sufficiently for their golden years or if they should consider […]

Provenance Wealth Advisors’ Chief Investment Officer Todd Moll on Forbes Best-In-State Wealth Advisors 2021

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Posted on February 19, 2021 by Todd Moll

Forbes ranks best-in-state advisors for offering best practices and client experience. FT. LAUDERDALE, FL – February 16, 2021– Provenance Wealth Advisors, an independent office, today announced that Todd Moll, CFP®, CFA, is among the honorees on Forbes’ annual list of top financial advisors in the country. The Forbes annual Best-In-State list spotlights more than 5,000 […]

What is Private Placement Life Insurance, and How Can it Help High-Net-Worth Investors Maximize Tax Efficiency? By Eric P. Zeitlin

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Posted on February 18, 2021 by Eric Zeitlin

The more wealth a family acquires, the more tools they need to preserve those assets for future generations and protect them from the long arms of tax agencies in the U.S. and abroad. One such tool earning the attention of family offices and ultra-high-net-worth individuals across the world is private placement life insurance (PPLI). In […]

Woman Need to Plan for their Long-Term Care By Olga Ismail

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Posted on February 03, 2021 by Olga Ismail

No one wants to think about spending their golden years in a nursing home or with round-the-clock nursing assistance for basic self-care tasks, such as eating, dressing, bathing and using the bathroom. Yet, according to AARP, approximately 52 percent of Americans turning 65 this year will require some sort of long-term care services and support […]

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