The Snowball Effect
Have you been saving for retirement for a decade or more? if so, something terrific may likely happen with your IRA or your workplace retirement plan account in the foreseeable future.
Have you been saving for retirement for a decade or more? if so, something terrific may likely happen with your IRA or your workplace retirement plan account in the foreseeable future.
Can a child inherit an IRA? The answer is yes, though they cannot legally own the IRA and its invested assets. Until the child turns 18 (or 21, in some states), the inherited IRA is a custodial account, managed by an adult on behalf of the minor beneficiary.
If you are in or near retirement, it is a safe bet that you would like more yield from your investments rather than less. That truth sometimes leads liars, scammers, and fraudsters to pitch any number of too-good-to-be-true “investment opportunities” to retirees.
By choice or by chance, some people wrap up their careers before turning 60. If you sense this will prove true for you, what could you do to potentially make your retirement transition easier?
Part A of Medicare will pay the bill for up to 20 days of skilled nursing facility care – but after that, you or your parents may have to pay some costs out-of-pocket.
Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted contact.
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options and their costs and limitations.
Is student loan debt weighing on the economy? Probably. Total student loan debt in America is now around $1.5 trillion, having tripled since 2008.
What don’t you know? Many Americans know about Roth and traditional IRAs, but there are other types of Individual Retirement Arrangements.
Goals give you focus. To find and establish your investing and saving goals, first ask yourself what you want to accomplish.
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Solis Wealth Management, Inc 78-075 Main Street, Suite 204 La Quinta, CA 92253
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The Wealth Advisors of Solis Wealth Management are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Greg Solis is domiciled, and his principle place of business is CA.
CA Insurance # 0795867
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