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September 2014

Debunking A Few Popular Retirement Myths

Submitted by Financial & Estate Advisors on September 25th, 2014

Generalizations about money & retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.

“When I’m retired, I won’t really have to invest anymore.” Many people see retirement as an end instead of a beginning – a finish line for a career. In reality, retirement can be the start of a new and promising phase of life that could last a few decades. If you stop investing entirely, you can risk losing purchasing power; even moderate inflation can devalue the dollars you’ve saved.

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Less Protection for Inherited IRAs

Submitted by Financial & Estate Advisors on September 9th, 2014

A SCOTUS ruling raises eyebrows. On June 12, 2014, the Supreme Court ruled 9-0 that assets held within inherited IRAs by non-spousal beneficiaries do not legally constitute “retirement funds.” Therefore, those assets are not protected from creditors under federal bankruptcy statutes.

This opinion may have you scratching your head. “IRA” stands for Individual Retirement Arrangement, right? So how could IRA assets fail to qualify as retirement assets?

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Brad Long is a Registered Principal offering Securities through United Planners Financial Services of America, a Limited Partnership, member FINRA/SIPC. Brad Long offers Investment Advisory Services through Financial & Estate Advisors, Inc., a Registered Investment Adviser. United Planners and Financial & Estate Advisors, Inc. are Independent companies.

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