Beneficiary Form Checklist 2019

Your 2019 Financial To-Do List

Things you can do for your future as the year unfolds.

Provided by Walter Pardo, CWS®, PPC™

CEO/Certified Wealth Strategist

What financial, ...

Putting a Price Tag on Your Health
Being healthy not only makes you feel good, it may also help you financially.

Provided by Walter Pardo, CWS®, PPC™

CEO/Certified Wealth ...

As 2018 comes to a close, you may be thinking about an array of resolutions you have for the new year. But have you considered making one of your goals to ensure that items related to your retirement ...

With the holiday season upon us, your to-do list might seem endless. In the midst of preparing for all the festivities, have you taken the time to review your end of year financial ...

Things to Do for 2019: January 31, 2019 Deadlines

Part 4 of 4

Check that clients 70½ or older in 2019 receive their notification about their RMD for the upcoming year. Be sure that ...

Did you know there is no minimum age for having an IRA? As long as your child has earned income, you can open an account in their name. Whether they contribute to the IRA with their own money from ...

Things to Do for 2019: January 31, 2019 Deadlines

Part 3 of 4

Make it a New Year’s resolution to check IRA beneficiary forms and employer plan beneficiary forms. If you or a client got ...

Things to Do for 2019: December 31, 2018 Deadlines

Part 2 of 4

Complete 2018 qualified charitable distributions (QCDs). QCDs allow IRA owners and beneficiaries who are age 70½ and ...