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Preparing for the Unexpected
While many people plan for a retirement in which they live through the end of life in their homes, few people have a real grasp... Read More →
Retirement
CARES Act Retirement Plan Considerations and Benefits
As part of the federal economic response to the COVID-19 crisis, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was put in place.... Read More →
Qualified Charitable Distributions from IRAs
Jay H. Krall, Attorney at Law Making Qualified Charitable Distributions (“QCDs”) from IRAs is a great way to reduce your taxes while achieving your charitable... Read More →
New RMD Rules
The recently passed SECURE Act has implications for owners of retirement accounts. The two changes included in the act that would most affect our clients... Read More →
Personal Records Retention Policies
Good recordkeeping can make your life easier. While record retention policies are often geared towards businesses, your personal files should also be kept safe and... Read More →
Power of Attorney Considerations
If you have not already done so, you may want to consider empowering someone to act on your behalf with regard to your assets. Also,... Read More →
Should You Take Advantage of North Carolina’s New Uniform Power of Attorney Act?
Jay H. Krall, Attorney at Law North Carolinians have a new Uniform Power of Attorney Act (“the new Act”) that became effective on January 1,... Read More →
Effective Cash Management Strategies
After monthly expenses have been paid you may be left with excess cash in your checking account. Many individuals allow these funds to build up... Read More →
Historically Low Bond Yields
Market-linked income notes may offer investors a solution to the low bond yields currently available. These notes are issued by financial institutions and pay a... Read More →
What Happens When You Work While Receiving Social Security?
Whether out of choice or necessity, it is becoming increasingly common for individuals to work past their full retirement age. Electing to receive Social Security... Read More →
What’s Behind the 4th Quarter Sell-Off
The intersection of several disruptive market forces, many of which have been looming on the horizon for some time, led to the recent sharp and... Read More →
Where Do We Go From Here?
Global growth is expected to slow in 2019 with many believing that any recession will likely be pushed into 2020. Expect some rebounding in European... Read More →
Tax Efficient Methods of Making Charitable Gifts
Who This Applies To: Traditional IRA owners who are at least 70 1/2 Benefits to you: Making your charitable gifts directly from your IRA can... Read More →
New Tax Law Changes the Math for Roth Contributions
Who this applies to: Those individuals that make supplemental contributions to 403(b) and 457 retirement plans Benefits to you: Designating contributions as Roth can potentially... Read More →
White Paper: The Case for Investing in the Water Industry
In this white paper, we discuss water-related crises, opportunities for solutions, and reasons for adding water investments to your retirement portfolio. Read Clear Waters here, and... Read More →
White Paper: The case for Roth supplemental retirement plans
Diving deeper explores the advantages and flexibility offered by Roth supplemental retirement plans. Here we dive deeper into Roth supplemental accounts, detailing some notable differences... Read More →
White Paper: University retirement accounts and tax implications
As a university professional, your retirement portfolio requires special consideration due to the nature and number of accounts involved. Effective management of a retirement portfolio... Read More →
Managing Risk in University Retirement Plans
When you invest, you take risks. For most people, risk is managed by building a diversified portfolio that holds different types of investments whose performance... Read More →
Addressing Fixed-Income Assets within the New UNC System’s Retirement Plans
Building a strong portfolio of accounts requires that its constituent parts be integrated into a cohesive whole. For example, if you have a spouse or... Read More →
What Is a Brokerage Trading Platform and Should You Use One?
Tier 4 of the new UNC System Retirement plan will provide you with access to thousands of new investment options. These additional options will be... Read More →