Retirement
SEC warn Investors on Self Directed IRA perils
What is a self-directed IRA? Self-directed IRAs offer investors the ability to diversify their investments with a broader portfolio of assets than other types of [...]
Read more SEC warn Investors on Self Directed IRA perils
Secure 2.0 Act: 4 Big Changes to Your Retirement Savings
In the final days of 2022, Congress passed the Secure 2.0 Act which made fundamental changes to American savings for spending money in retirement. The reasons for [...]
Read more Secure 2.0 Act: 4 Big Changes to Your Retirement Savings
Mega-Backdoor Roth IRA: A Comprehensive Guide to How it Works
Every now and then, in the far reaches of the retirement savings world, there is an oddball angle that can really make a positive difference in investors’ [...]
Read more Mega-Backdoor Roth IRA: A Comprehensive Guide to How it Works
Creating a Paycheck in Retirement: Stream Income, Not Shows
In our experience, even clients who clearly have enough assets to support their lifestyle still worry about running out of money (Income). It’s a natural, [...]
Read more Creating a Paycheck in Retirement: Stream Income, Not Shows
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?
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?
Recent posts
-
Summer Market Update: Opportunities in the Wild (Market)
June 18, 2025 -
3 Economic Benefits of Hiring a Spouse
June 10, 2025 -
-
Can Trump Really End Taxes on Social Security?
May 24, 2025 -
Is Social Security Solvent?
May 15, 2025 -
May 2025 Market Update: Looking for a Winner
May 11, 2025
