Can I rollover mom’s IRA into my IRA?

Derrick Chandler, CFP, fee-only financial advisor Orlando

 Can I rollover mom’s IRA into my IRA? Only a surviving spouse may rollover a deceased’s IRA account into their own IRA. After the SECURE Act of 2019, most non-spouse inheritors whose benefactors die in 2020 or later have only one requirement – the inheritor must take all the money out of the Inherited…

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How do I protect my portfolio against inflation?

Mike Salmon 40 under 40

 How do I protect my portfolio against inflation? We pay more than double for most things we buy these days than we did 25 years ago. This loss of purchasing power, otherwise known as inflation, is a reality that investors must deal with prudently. Inflation is a fact of life. Inflation seems to be…

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What you do makes the difference

What you do makes the difference One of the topics that comes up when we take on new clients is how they fared during prior market declines. The basic characteristics of their experiences are consistent, with differing degrees of fearfulness, anxiety, confusion, or other unpleasantness expressed. Each one of us was affected by COVID-19 in…

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Why 2020 was remarkable, yet normal

2020 normal

Why 2020 was remarkable, yet normal  2020 was a year we will long remember for its remarkable events. We were affected by a global pandemic, a hard shut down of the economy, civil unrest, and one of the more emotionally charged elections in memory. From our investment management perspective, however, 2020 did not present anything…

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Tax planning for a Joe Biden presidency

tax planning for Joe Biden

Tax planning for a Joe Biden presidency After every presidential election, attention turns to changes the new president wants to make to the tax code and how that may affect financial markets, as well as our clients’ specific financial situations and tax planning. With the results of the Senate still to be determined, uncertainty reigns.…

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Does predicting the health of the economy improve investment results?

predicting the health of the economy

Does predicting the health of the economy improve investment results? The health of the economy is important for many reasons. When the economy is strong, more people are employed, and more businesses turn a profit. And if you own stocks, you own a piece of those businesses. Thus, it makes perfect sense that economic issues…

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