Are your Social Security benefits taxable? The answer is: Yes, sometimes.If you don’t have significant income in retirement besides Social Security benefits, then you probably won’t owe taxes on your benefits. But if you have large amounts saved up in tax-deferred...
Alloy Wealth Management: Our New Video Our new video goes right to the heart of who we are and why we do what we do. If you want to understand the true story about why Mark Henry founded Alloy Wealth Management, you need to understand that when he was 13 years old,...
Women and Social Security: Do you really know your benefits? Social Security guidelines for retirement benefits were established all the way back in the 1930’s and were founded on a traditional family situation1. With marriage patterns and caregiving needs constantly...
Congress Looks to Provide More Options for Retirement Savers While changes to traditional IRAs, RMDs offer some benefits, there are tradeoffs. Broad proposals are in the works in the retirement savings arena to ease rules on tax-deferred savings vehicles, make it...
Make Room for Rising Healthcare Costs as Part of Your Retirement Planning Does your retirement plan include strategies to plan for, manage, and even reduce healthcare costs in retirement? It is projected that an average healthy 65-year-old couple retiring this year...
Erica Elliott Named Alloy Wealth CCO (Charlotte, North Carolina – August 25, 2019) Erica Elliott, Director of Operations at Alloy Wealth Management, has been named the Chief Compliance Officer (CCO) at Alloy Wealth. As CCO, Erica will also continue to hold her...
Annual Medicare Open Enrollment Begins October 15 and Runs Through December 7 If you’re already enrolled in Medicare it may be time to evaluate your current coverage, make changes or switch plans during the open enrollment period from October 15 through December 7. If...
The IRA Had a Birthday Last Month The IRA can provide many gifts as part of a comprehensive retirement plan. The Individual Retirement Account (IRA) turned 45 on Labor Day. On September 2, 1974, the Employee Retirement Income Security Act, or ERISA, was enacted into...
5 Things You Should Know About Long-Term Care Do You Have a Long-Term Care Plan in Place? Long-term care (LTC) isn’t something anyone likes to think or talk about. After all, no one wants to be a burden to their family, or be forced to move into a nursing facility...
