What Happens to My IRA When I Die?

Month: May 2015

May 27, 2015  |  

What Happens to My IRA When I Die?

Key Takeaways Every situation is as unique as you are, so don’t shortchange yourself with an off-the-shelf, cookie-cutter solution. The beneficiary you designate for your IRA can have a big impact on what happens to your IRA when you pass away. Your age can have a big impact on what happens to your IRA. “What happens to my IRA when I die?” It seemed a like a fairly straightforward question when our friend and longtime […]

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May 20, 2015  |  

All about Health Savings Accounts (HSA)

Key Takeaways: Health Savings Accounts (HSAs) continue to grow in popularity. HSAs offer many tax benefits to participants and may also be used for other expenses in retirement. Consider your personal health situation carefully before enrolling in an HSA. As premiums and out of pocket costs for healthcare continue to rise, individuals are looking to take more control of their medical expenses. This has led to growing interest in Health Savings Accounts. HSAs are increasingly […]


May 12, 2015  |  

Research Confirms That Active Management Disappoints Investors

The evidence is clear, active investing offers a hollow promise of outperformance. Key Takeaways Most active managers can’t beat the markets long term. It’s not because they’re lacking in intelligence—it’s because their costs are too high and they have too much portfolio turnover. Successful fund investing is about more than picking past winners. Consider a fund’s investment philosophy and trading costs. The market does a good job of pricing securities overall. This makes it difficult […]

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