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STA In The News

Market Watch
5 Real Estate Mistakes Retirees Make

Most people heading into retirement inevitably make some sort of real estate decision—whether they downsize, relocate to a different community or make renovations to an existing home that makes the place more accessible to live in as they get older. So, not surprisingly, there are numerous real estate mistakes people in this group make. If you are unable to follow the link, please click here for a PDF Version.

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Already picked your retirement dream home? Not so fast!

When reaching retirement age, some people feel the impulse to sell everything and move to a warmer climate. Not to be a killjoy regarding any retirement dreams, but there are some things to consider when deciding to pack up and move to sunnier shores. Here’s a look at some of the top financial and tax considerations individuals and families should consider before moving to their dream house in retirement. If you are unable to follow the link, please click here for a PDF Version.

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Market Watch
Four Things To Consider Before Getting Married Again

Second marriages are financially complicated. From inheriting a new set of kids to understanding what assets a spouse is bringing to the table, prior to walking down the aisle, partners should discuss a range of uncomfortable financial issues that could potentially ruin a relationship down the road if not addressed immediately. If you are unable to follow the link, please click here for a PDF Version.

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Investment News
Deadline looms for small-business 401(k) plans

Small employers hoping to set up a new SIMPLE IRA, SIMPLE 401(k) or a safe harbor 401(k) have until Oct. 1 to do so. SEP IRAs must be set up by Oct. 15 — if that’s when the taxpayer is filing his return. Solo 401(k) plans need to be set up by Dec. 31. If you are unable to follow the link, please click here for a PDF Version.

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Bank Rate
SIMPLE Can Be Simply Marvelous

If you don’t have a retirement savings plan at work because you are self-employed or work at a small operation that doesn’t offer one, now’s a good time to set up your own tax-advantaged plan. There are a number of choices, including traditional IRAs and Roth IRAs, Simplified Employee Pensions, or SEPs, and Solo 401(k)s to name a few. If you are unable to follow the link, please click here for a PDF Version.

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The Wall Street Journal
Creating an Estate Plan Around a Prenup

The man had inherited his father’s business when he was in his 30s and spent the next few years growing it into a $6 million company. When he later got engaged, he was concerned about keeping this increasingly valuable asset in the event of a divorce. If you are unable to follow the link please click here for a PDF Version.

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