Required Minimum Distributions

http://www.youtube.com/embed/7ACzE1_DRxs What are Required Minimum Distributions (RMDs)? Required Minimum distributions, often referred to as RMDs, are amounts the IRS requires you to withdraw annually from your Traditional IRA or employer…

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Options when Inheriting an IRA

http://www.youtube.com/embed/cEiS_7xiCF4 Some assets, such as cash, are simple to pass on to heirs. Other assets, such as IRAs, have certain rules and conditions that change depending on the distribution method…

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Is Gold a Good Investment?

http://www.youtube.com/embed/qQS9llPUW44 Gold is sometimes referred to as “The currency of fear” because it is often sold in late-night infomercials touted as a hedge against a future where your dollars or…

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How Financial Advisors Get Paid

http://www.youtube.com/embed/BcFrCd8qYpI We are often asked by clients and prospective clients how we are paid. In general, there are two different payment structures an advisor will have: fee-only and commission-based. Some…

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Bank IRA versus Investment IRA

http://www.youtube.com/embed/83WQ-F2FEws When you open an individual retirement account, more commonly known as an IRA, you need to choose a custodian to hold the account and its underlying assets. Two choices…

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The Dangers of Robo-Advisors

http://www.youtube.com/embed/zXJbpJf6uxA Automation using technology can be a great thing. In manufacturing, packaging and even in our daily lives, automation decreases the time we have to spend completing tasks and often…

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