Executor Checklist: What to do when a loved one passes
After a loved one passes, in addition to the heartache, comes a long — and often overwhelming — list of things to be done. This week, I wanted to provide a checklist that can hopefully make life easier for those dealing with an already very difficult situation. I...
Company plan vs. roll to an IRA?
In my experience, retirees are often confused regarding whether or not to leave money in their former employer’s plan or roll it to an IRA. The answer, of course, is never a simple one, because there are several factors to consider based on your personal...
2026 economic outlook
Every Monday, Reich Assets Management, my firm, produces a market week video, where we provide commentary on the previous week and share our thoughts on the week ahead. It has become one of the more popular things we do at our firm. I believe the reason is that people...
What you need to know about Trump Accounts
Since the passage of the Big Beautiful Bill (OBBBA), we have received a lot of questions about Trump Accounts. What are they, and how can someone open one? These questions have increased over the last few months with announcements by both the Dell family and, most...
Understanding why IRAs are different
When we think about our investments, we often tend to lump them all into one pile. While most investments do contribute to your liquid net worth, Individual Retirement Accounts (IRAs) are fundamentally different from other assets. They are far more complex and are...
