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Moving to tax-free in 8 steps

Moving to a Tax-Free Retirement – 8 Steps You Can Take For Success!

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To enlarge/shrink flipbook for viewing - click the button above. To Print or Download a PDF version - click the elipsis Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. The Financial Advisors associated with this website may discuss and/or transact business only with residents
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Roth IRA no longer ideal wealth transfer vehicle

The Roth IRA is no longer the ideal wealth transfer vehicle

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To enlarge/shrink flipbook for viewing - click the button above. To Print or Download a PDF version - click the elipsis Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. The Financial Advisors associated with this website may discuss and/or transact business only with residents
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Avoiding IRA Beneficiary Mistakes

Avoiding IRA Beneficiary Mistakes with the new IRA RMD Regulations

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To enlarge/shrink flipbook for viewing - click the button above. To Print or Download a PDF version - click the elipsis Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. The Financial Advisors associated with this website may discuss and/or transact business only with residents
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The secure act has done away with the stretch IRA! Learn the crucial steps you need to take to protect your loved ones from inheriting a significant tax burden

The “Secure Act” demands new beneficiary planning for your IRA and Roth IRA!

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The “Secure Act” has killed the “Stretch IRA”! By Bruce Hosler EA, CFP®, CPWA®, AIF®, CEPA® Technically the term “Stretch IRA is a made-up term used in the financial services industry to describe the distribution benefits that used to be afforded to the beneficiaries of an inherited IRA. That ended in 2019 when Congress passed the “Secure Act”. The “Secure
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How to plan a better retirement - six steps to create a more confident future

How to Plan a Better Retirement – Six Steps to Create a More Confident Future

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To enlarge/shrink flipbook for viewing - click the button above. To Print or Download a PDF version - click the elipsis Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. The Financial Advisors associated with this website may discuss and/or transact business only with residents
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