Author: Mark Starosciak
Author
How Much Should You Convert to a Roth IRA Each Year?
As we move into the back half of the year, investors begin to ask, "How can I optimize my tax situation when it comes to retirement accounts?" More specifically,... Read more.
How to get your kids involved in their own money
One of the more common requests we get at Infinium is helping our clients get their kids involved in their own money and finances. I’m going to deliver a sad... Read more.
Navigating Private Markets in Mid-2026: Opportunities for Discerning Capital
For our high-net-worth individuals, private markets have evolved from a complementary allocation in our portfolios into a core pillar of resilient, growth-oriented... Read more.
2026 Mid-Year Market Update: Bring me your Outperformers
First Half 2026 Update The first half of 2026 has seen extraordinary volatility, both in the large stock indices as well between various asset classes. After an... Read more.
The New Trump Accounts Explained
Trump Accounts Launch: Default Investments, Structure, and Goals The Trump Accounts, officially launching on July 4, 2026, represent a new tax-advantaged savings... Read more.
Your IRA RMD Grace Period is Over: How to Avoid the 25% Penalty
The grace period is over. Starting in 2025—and with full enforcement in 2026—the IRS is strictly applying the 10-year rule for inherited traditional IRAs. Many... Read more.
April 2026 Market Update: A Mirror Image
In last month’s Market Update published on March 25th we wrote: “The toughest part of investing is handicapping how much of the fundamentals, and future expectations,... Read more.
The 401k Catch-Up Rule Change You Need to Know for 2026
If you’re 50 or older and maxing out your 401(k), a major shift is coming in 2026 that could affect how much you actually keep in your pocket today. Under the... Read more.
Spring 2026 Market Update: A Bouquet of Ambiguity
A Volatile Q1 In our February market update, we discussed how volatile the first two months of the year were; March has been no different. To take a step back,... Read more.
Collecting Social Security: What You Need to Know in 2026
We often speak with clients who are approaching retirement but aren’t quite ready to stop working entirely. Many wonder whether they can claim Social Security... Read more.