SECURE Act – “Stretch” Elimination
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which became law on December 20, 2019, drastically changed a very powerful financial and estate planning tool. For many, the ability to leave a Traditional or Roth IRA to the next generation as an inherited IRA is a valuable planning technique. Pre-SECURE Act, withdrawals from […]
HCR Wealth Advisors To Hold Reddit “Ask Me Anything” About Covid-19 Economy
Steve Weinberger, Senior Managing Director of HCR Wealth Advisors, will have answers to all Reddit users pressing questions concerning the post-covid economy.
HCR Wealth Advisors Outlines Best Investment Strategies In Covid-19 Roundtable Discussion
Covid-19 has sparked hundreds of questions about national finances and how investors should budget for uncertain market changes.
Long-Term Care Insurance
Roughly half of today’s 65-year olds will eventually develop a chronic medical condition, a disability, or a disorder that will require some form of long-term care services. Waiting until you are already suffering from a debilitating condition will make it nearly impossible to qualify for long-term care insurance. Regular health insurance does not cover the […]
How is the Government Navigating These Unprecedented Times?
The Coronavirus outbreak has affected the lives of every single person on the planet. Economically speaking, it has had a unique effect as it has resulted in rapid market changes in a way that hasn’t really seen before. Most economic slowdowns unfold at much slower speeds and over a longer period of time. Events build […]
Art of Helping “Smartly” During the COVID-19 Pandemic
As more and more companies are forced to let employees go — and as more shut-down businesses struggle with bills and bankruptcy — friends and family less affected by the coronavirus crisis will want to lend a helping hand. The question is: how do you do that, smartly? HCR Wealth Advisorscan help. While many will simply […]
HCR Wealth Advisors Discusses the Tax Implications of Charitable Contributions
HCR Wealth Advisors shares the art of helping “smartly” and discusses the tax implications to consider with charitable contributions.
Retirement Planning: Using Non-Taxed Assets to Keep the Taxman at Bay
You want to stretch your retirement nest egg as far as possible and to do that, you need to think of the taxman during the accumulation phase. How taxes play a role in retirement spending One thing is clear: the more taxes you have to pay in retirement, the more assets you have to accumulate before […]
The Great Lockdown
To say that investors just witnessed an historic quarter would be a huge understatement. In mid-February, the stock market hit an all-time record high. Just one month later people were asking if the U.S. was going to experience a repeat of the 1930s depression. Its hard to fathom how there could have been such an abrupt change of […]
HCR team participates in Roundtable Discussion for the Los Angeles Business Journal
The HCR Wealth Advisors team participated in a Roundtable Discussion for the LA Business Journal, discussing the current investment environment, the market outlook, changes to the wealth management industry, asset allocation for long-term portfolios, and more.