Bitcoin: Coming to a 401(k) Plan Near You?
In-Plan Annuity Options Gaining Traction Once Again: Revisiting the Basics
Our previous report on Bitcoin (BTC), and the conclusions therefrom, remain relevant today. In short, the prudence in adding Bitcoin to a retirement plan is questionable, at best. Click here and read through our previous post discussing cryptocurrency and its supporting technology. Greater media coverage has caused BTC interest to grow exponentially, as has its Read More →
How COVID-19 May Affect Your Taxes
Retirement income products, or in-plan annuity options, have been available for over a decade but their utilization has been stagnant due to concerns about price, portability, and convertibility. With the recent market volatility in 2020 and the recent passing of the SECURE Act, we have seen an industry push towards the research, development, and implementation Read More →
With all that went on (or didn’t) in 2020, you may not have had time to consider the tax implications of the many things that COVID-19 changed. So when it comes time to file your tax return, you might have questions such as, “Do I need to report the stimulus checks that I received as Read More →