Scott Andersen LPL Advisor

Getting an Inheritance? Here Are 4 Things to Consider

Getting an Inheritance? Here Are 4 Things to Consider Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.

10 Ways Secure 2.0, Part of Spending Bill, Changes Retirement Planning
I'll be listening to a webinar later this morning on this as there are some key details on how this should benefit savers in the years ahead. Check out section 126. I see a lot of value in that if passed.

10 Secure 2.0 Act Measures Included in $1.7T Spending Bill | ThinkAdvisor Among them: an increase in the RMD age and 529 plan-to-Roth IRA rollovers.

I can offer and quote any type of insurance. The most important part is having a policy in place before a potential health problem prevents you from getting coverage.

If someone depends on you financially, you need life insurance!

And I would add employer provided insurance only applies if you continue to stay employed through your employer to death. Most people don’t plan to work till death. Another reason to always have insurance separate from your employer.

Five Creative Ways To Use Life Insurance

Council Post: Five Creative Ways To Use Life Insurance Those with high net worths should especially consider estate taxes owed upon death.

Annuity Payments Don’t Make Your Retirement: They Make It Better

Annuity Payments Don’t Make Your Retirement: They Make It Better | Kiplinger Answers to frequently asked questions about how annuities work, what they can do for retirees, how they are taxed and how inflation affects them.

New Year, New Taxes: 2021 Tax Law Changes and Trends That Impact Your Tax Return

New Year, New Taxes: 2021 Tax Law Changes and Trends That Impact Your Tax Return The tax year 2021 filing season is here and in the wake of the pandemic, there are different forms of tax relief and provisions that were either extended, expanded, or are new this season. American…

Moved On From Your Job? Here’s What to Do With Your Old 401(k), and Why to Do It

Moved On From Your Job? Here's What to Do With Your Old 401(k). Financial pros say savers should generally roll over 401(k) and similar accounts from old employers into an individual retirement account. A Roth IRA conversion might also be something to consider.