Insights

Catastrophe Preparedness

Dear Friends and Clients, As you may know, Hurricane season is every year from June 1 st to November 30 th , however, a catastrophic event occur nearly anywhere at any time. As such, we should all consider contingencies. ..

View Article

Seeds and Harvest, Basics of Traditional and Roth IRAs

With 2018 in full swing, now is a great time for you to brush up on your knowledge of IRAs. In addition, this can serve as a reminder to review your personal IRA’s status in light of the basic IRA contribution and distribution rules as seen below. ..

View Article

Retirement Annuities: Decoding an Enigma

“A riddle wrapped in a mystery inside an enigma.” That’s Winston Churchill describing Russia in 1939. It is also how many would describe retirement annuities today. Here are the keys to understanding them.

View Article

Lagniappe and Your College Savings Tax Shelter. Qualified Tuition Programs under IRC Sec. 529.

Known more commonly as college savings accounts, 529 accounts, or 529 higher education plans, these are popular accounts that parents should be familiar with, especially when they come with additional benefits. In Louisiana, where I’m based, a little something extra is known as “lagniappe” (pronounced lan-yap). ..

View Article

8 Crucial Items You Need to Know Before Rolling Over Your 401(k) or Company Sponsored Retirement Plan

Your decisions when you retire or change employment status is crucial to optimizing your retirement plans. ..

View Article