Peter McKenna offers potential strategies and insight into the different types of accounts that can be used for a child’s savings. Read more in this Q&A article by Karin Price Mueller for NJ.com.
Can I convert some of my traditional IRA to a Roth? A common question that Mindy Neira helps to answer by addressing some potential implications of this taxable event and how the law around Inherited IRA and Roth IRAs has changed. Read more in the full Q&A article by Karin Price Mueller for NJ.com.
Special-needs trusts have been around for a number of years, but two parts of this picture are changing: longer life expectancies and tax laws. Modera’s Mindy Neira, Chartered Special-Needs Consultant, shares her perspectives on how special-needs trusts work, in this Wall Street Journal article by Glenn Ruffenauf.
Mark Rioboli, CFP®, CFS, of Modera’s Wayne PA office, shares his perspectives on common mistakes people make when it comes to estate planning and some tips on how to avoid those common pitfalls. Read more in this article by Hank Berkowitz.
You might know the benefits of a home equity line of credit, but many homeowners don’t know about the pitfalls to avoid. Modera’s own Chief Investment Officer, George Padula, shares insights on some of the pros and cons of a HELOC in this article by Robert Powell of TheStreet.
What will the huge stimulus act, which President Joe Biden signed into law last week, mean for individuals, markets and the economy? George Padula shares his views.
Modera’s Michael Gibney shares perspectives in this article about Roth IRA conversions. Many investors took advantage of the pandemic-induced market decline early this year to do big Roth IRA conversions. Learn how Roth IRA conversions work and who can benefit from them.
Modera’s Mindy Cleaveland responds to questions about whether to retitle a home after the loss of a spouse if the deed is in both names.
Modera's Mindy Cleaveland shares her answer to the question of how to check on the status of your economic impact payment.
Modera’s own Chief Investment Officer, George Padula writes about constructing a retirement portfolio to help you sleep better at night, in this article published on TheStreet.com