Taxes
The Ultimate Guide to Long-Term Care Insurance
Up until the COVID Crisis of 2020, the world had seen a relatively calm and peaceful existence for the better part of a decade. The last period of uncertainty was [...]
Read more The Ultimate Guide to Long-Term Care Insurance
How Many Retirement Accounts Do You Have?
Did you know that most people have several retirement accounts that they are unaware of? Many professionals retire without their full savings amount because these [...]
Read more How Many Retirement Accounts Do You Have?
Is it Time to Do a Roth IRA Conversion?
One of the most frequently asked questions we get here at Infinium is, “Should I do a Roth Conversion?” Today, it’s easier than ever to educate [...]
Read more Is it Time to Do a Roth IRA Conversion?
CO 529 Big Tax Changes for Plans in 2022
Until this year, the state of Colorado was one of the very few in the Union that allowed an unlimited state tax deduction for contributions to their sponsored CO [...]
Read more CO 529 Big Tax Changes for Plans in 2022
2022: Retirement Plan Contribution Limit Changes
At least one thing is moving in the right direction for investors; late last year the IRS announced an increase in the employee retirement plan contribution limits [...]
Read more 2022: Retirement Plan Contribution Limit Changes
2021: Year-End Considerations
As 2021 draws to a close, now is the time to tie up any loose ends and set yourself up for a successful 2022. It is time for some considerations Much of the [...]
Read more 2021: Year-End Considerations
How Does the CARES Act Affect the New RMD Rules?
The coronavirus brought about a lot of uncertainty, and even seasoned investors were impacted by the volatile stock market. Retirement investors, in particular, [...]
Read more How Does the CARES Act Affect the New RMD Rules?
A Comprehensive Pre-Retirement Checklist
Let’s face it – for many people the term ‘retirement’ doesn’t have the same meaning today as it once did years ago. Wind the clocks [...]
Read more A Comprehensive Pre-Retirement Checklist
5 Important Components of A Good Estate Plan
It’s safe to say that thinking about the ideas of disability or dying are not generally pleasant topics for anyone. However, as the old cliché goes, the only [...]
Read more 5 Important Components of A Good Estate Plan
Getting Started: An Estate Planning Checklist
Even if you don’t know the third week in October, 2021 is officially Estate Planning Awareness Week, it begs the question: How aware are you of your estate [...]
Read more Getting Started: An Estate Planning Checklist
Recent posts
-
Market Update October 2024: Shine On
October 1, 2024 -
Homeowners Eye Over $4,000 In Annual Refi Savings As Rates Drop
September 27, 2024 -
Consumer Confidence Falls Most In Three Years On Labor Views
September 20, 2024 -
Research Proves “You Can Never Have Too Much Money”
September 13, 2024 -
60% Of Workers Will Delay Retirement For Lack Of Assets
September 6, 2024 -
When Pensions Reduce Social Security Benefits
August 17, 2024
