IRA planning mistakes

Common IRA Planning Mistakes

1. Not taking advantage of the Stretch distribution option or not establishing it properly The Stretch IRA is a way for each IRA beneficiary to maximize the payout period over his or her entire life expectancy. Properly designating beneficiaries and informing them of the IRA owner’s “Stretch” intentions are key to making this strategy work.

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Dollars and Sense

What influences your spending choices?   Social media can pressure you to spend more than necessary. We have all seen our friends post images of an expensive dinner,a pricy resort stay, a new car, maybe even their first condo or house. Seeing these message can influence your spending habits. Millennials are known for frugality, but the