Gateway Financial Partners

Month: April 2022

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The Good, the Bad, and the Misunderstood – Accumulation Annuities

In part 1 of my 3-part series on annuities, I presented a high-level primer on the types of annuity options in the marketplace based on the purpose they serve (accumulation vs. income).  In this next installment, we will go deeper on accumulation annuities which are focused on growing your asset value until you need the …

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Pulling Out Your Inheritance – Non-Spouses

My last blog covered the new rules around inheriting investments as a spouse, per the SECURE Act of 2019.  Now we turn to non-spouse beneficiaries (e.g. children, siblings) and it gets even more complicated, particularly when it comes to inheriting IRA’s.  Note that there is typically no difference when it comes to inheriting non-retirement investments.  …

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