Are ‘in-marriage QDROs’ a good idea?
By Eric Reich As part of my continuing education for Ed Slott’s Elite Advisor IRA GroupTM, I periodically attend education conferences, review content on complex IRA issues, and take an assessment. One of the issues that was recently touched upon and questioned was...
Don’t overlook the Roth 401(k)
By Eric Reich The days have long passed since workers had pensions, at least for the average person (15% vs. 80% 30 years ago). Since then, workers are typically defaulted to a 401(k) or similar type of plan. The intent of the change was to shift the burden of...Atlantic County’s Top-Tier Bond Ratings Reaffirmed by Moody’s and S&P
Atlantic County’s top-tier bond ratings have been reaffirmed by Moody’s Investors and Standard & Poor’s Global Ratings based on the county’s strong budgetary performance and financial management policies, and its continued efforts to diversify the economy. The...TOD/POD accounts have drawbacks
By Eric Reich In a recent conversation with someone regarding estate planning, they posed the question, “why not just make all of my accounts Transfer on Death?” You’ll frequently hear me say that there is no perfect solution when planning your estate or simplifying...Ask your agent questions about the finance process
Real Estate Matters By Elisa Jo Eagan While real estate agents have a great deal of practical experience to offer in the finance realm, they are not mortgage lenders. That means that they are not able to give you specific advice about which mortgage to choose or how...
