STRATEGIES FOR THE
DAYS AHEAD.
goals and needs. Our primary focus is to help protect our client’s principal and earned
interest, while providing income that they can never outlive.
FUTURE, KNOWLEDGE IS THE CRITICAL
FIRST STEP.
YOU IN THE FINANCIAL KNOW.
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Our primary goal is keeping our clients’ money safe from volatile and risky investments.
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Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
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AIM SAFE MONEY ADVISORS BLOG
IRS Issues Guidance on Permissible Trump Account Investments
By Ian Berger, JD IRA Analyst One of the most important features of Trump accounts is that they must be invested a certain way during the period before January 1 of the year the child turns age 18. (The IRS calls this the “growth period.”) The IRS recently issued...
Avoid These 4 Common IRA Trust Mistakes
By Sarah Brenner, JD Director of Retirement Education Naming a trust as your IRA beneficiary can help you meet important estate planning goals. However, if you are considering this, you should proceed with caution. Here are four common mistakes with IRA trusts you...
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