by Manufacturing Retirement Team | Jul 28, 2025 | News
By Ford Stokes, RSSA, MBA When it comes to planning your retirement, you’ve likely heard of IRAs, Roth IRAs, 401(k)s, and annuities. But what about a Section 7702 Plan? If you haven’t heard of it, you’re not alone. Yet for many high-income earners...
by Manufacturing Retirement Team | Jul 23, 2025 | News
By Ford Stokes, RSSA®, MBAPublished on ActiveWealth.com and RetirementResults.com On July 4, 2025, a landmark piece of legislation — Section 70106 of H.R. 1, known as the “Big Beautiful Bill” — was signed into law by President Trump. While the bill brought exciting...
by Manufacturing Retirement Team | Jul 22, 2025 | News
By Ford Stokes, RSSA, MBARegistered Social Security Analyst | Series 65 Licensed Financial Advisor | Host of Retirement Results Radio Show Introduction For investors aged 50 and older, preserving capital, generating dependable income, and avoiding unnecessary risk are...
by Manufacturing Retirement Team | Jul 22, 2025 | News
By Ford Stokes, RSSA, MBA When it comes to preserving capital and earning a steady, predictable return, certificates of deposit (CDs) have long been a go-to choice for conservative investors. In a world filled with market volatility, rising interest rates, and...
by Manufacturing Retirement Team | Jul 21, 2025 | News
The New “Permanent” $15 Million Estate & Gift Tax Exemption: What It Means for You On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (H.R. 1) into law. Among its provisions, Section 70106 fundamentally changes the landscape of estate planning:...
Recent Comments