Author: Kyle Plotkin

Retirement, Income, Tax & Estate Planning.

Insurance During Life, or Life After Insurance?

Few people enjoy a conversation about life insurance, yet it can solve a host of concerns for folks. Life insurance can be an option for legacy planning, caring for special needs children and grandchildren, helping pay for long term care, or spousal income replacement. Here are some important things to consider as you work through…
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May 3, 2018 0

Over 70 ½ And Charitably Inclined?

Are you 70 ½ and taking Required Minimum Distributions (RMDs)?  If so and if you are charitably inclined-whether to your church, synagogue or favorite non-profit-you should read on. Tax season is well underway. Best of luck to everyone as you complete your 2017 tax returns. Of course, one of the big topics of discussion around…
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February 21, 2018 0

Response To The AARP’s Annuity Article

You may have seen a column by Jane Bryant Quinn in this month’s AARP Bulletin about Fixed Indexed Annuities (FIAs). Fixed indexed annuity sales totaled more than $60 billion in 2016 and continue to grow as an asset class for retirees and pre-retirees. Ms. Quinn’s concerns are somewhat valid, but not wholly accurate. To wit: “Salespeople might…
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October 27, 2017 0