Is a Roth Conversion Right for You?
There are different stages you go through in life: the young working individual just starting their careers, the vetted professional with a family, and the…
Should You Buy “Guaranteed Income”?
During times of economic uncertainty, it is common for people to seek out financial advice as they seek to answer the question: Am I going…
Strategies for Distributing an Inherited IRA Under the SECURE Act
Since the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019, a whole slew of changes surrounding…
5 Questions Everyone Can (and Should) Ask Themselves Before Retirement
What do you think of when you hear the word “retirement”? Do you think of travelling to far off, exotic places? Working on your golf…
B&C Financial Advisors Annuity Series – Part 3: Sample Annuity Contract
In the second part of our series on annuities, we took a look at some pros and cons of annuities. To end the series, in…
B&C Financial Advisors Annuity Series – Part 2: Pros & Cons
In the first part of our series on annuities, we defined some common terms associated with these often-complicated insurance products. Now that we are a…
B&C Financial Advisors Annuity Series – Part 1: What is an Annuity?
Those who watch daytime television may be all too familiar with scenes of people leaning their heads outside their windows, shaking their fists at the…
IRS Issues Further Guidance on 2020 Required Minimum Distributions (RMDs)
As we discussed a few months ago, the federal government passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act on March 27, 2020, in…
Highlights of the Historic Coronavirus Aid, Relief, and Economic Security (CARES) Act
In an effort to mitigate the effects the ongoing COVID-19 pandemic is having on Americans in every sector of the economy, the federal government signed…
The SECURE Act – Impacting Retirement Planning
The SECURE (Setting Every Community Up for Retirement Enhancement) Act was signed into law by the president on December 20, 2019. This act incorporates some…
![Previous Employer Retirement Plans [401(k), 403(b), Etc.] – What Do You Do With Them?](https://bandcfinancial.com/wp-content/uploads/2018/03/retirement_plan.jpg)
Previous Employer Retirement Plans [401(k), 403(b), Etc.] – What Do You Do With Them?
by Adam Oerther, CFP® One employee benefit companies often use to attract and retain talent in the workforce is access to a retirement plan, such…
How Do People Get “Rich”?
by Adam Oerther, CFP® While the definition of “rich” is different for everyone, just about all lifestyles require money. Being able to sustain these lifestyles…
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