New Longevity Annuity Rules – Proceed With Caution

Archive for August, 2014

By Cindy Szymanski, CFP®, Financial Advisor   The Treasury Department is sure to make the latest acronym in the retirement investing world more popular: The “QLAC” or Qualifying Longevity Annuity Contract. This past July, the Treasury Department issued final rules on this investment product in order for Americans who may have inadequate retirement savings save […]

By Ken Bloom, J.D., LLM, Bloom Asset Management It is very common for parents (or grandparents) these days to want to help their children or grandchildren financially.  That is especially true in today’s difficult economy, when many young people are struggling to get good jobs, buy their first home or even afford to attend college. In […]

By Rick Bloom, J.D., CPA Bloom Asset Management With the baby boomers, which I am one, entering into retirement, there have been more and more articles written about Social Security. In the old days you retired and then you began to collect Social Security. It was relatively easy and there wasn’t much to really think […]

By Jack K. Riashi, Jr., CFP ®, Financial Advisor If you do a Google search on “Alternative Investments” you get nearly 11 million results, which is incredible.  The key question is why are people doing searches on alternative investments?  Let’s explore….. Alternative investing originated in the institutional world via corporate and public pension funds, foundations and […]

By Scott Whyte, AAMS®, Financial Advisor, Bloom Asset Management When I hold a seminar on Social Security, I try to cover topics that would impact a broad audience.  That’s why I generally don’t spend time discussing the Windfall Elimination Provision because it is primarily a consideration for those who have worked in a federal, state […]

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