Description: Stuart Hawkins, CLU® is a financial advisor for FuturesPlanned, LLC. He has expertise in Special Needs Planning, Wealth Management, and Business & Employee Benefits. Stuart has been in the financial services industry for over 28 years, and a Special Needs Planner for over 15 years. He is the Board Chair of PLAN of CT, and is the parent of a young adult with special needs.
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Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
This article discusses the most common and costly types of scams, and how would-be victims can spot them.