Recent Articles
Here at Stonewood, we follow legislative developments closely. And this year, none has been more important to...
Let’s talk Inherited IRAs. After all, the majority of retirement money across America is sitting in tax-deferred...
Roth conversions are a great way for savers to protect themselves against the risk of rising taxes. In fact, the...
This week, nearly 600 independent financial advisors joined Stonewood for our Virtual Innovate Summit conference.
If you’ve followed our newsletter for a while, you know I write often about Roth Conversions. Advisors always want to...
Many advisors are working with clients to consider Roth Conversions. And usually, the main driver of those discussions...
Roth conversions are gaining in popularity, and with the debate over extending the Tax Cuts & Jobs Act in full swing in...
Is a Roth Conversion really worth it? It's a question I encounter almost daily—whether on the internet, on YouTube, in...
It’s Legislative Risk Awareness Month, and today I want to share one of the clearest examples of Legislative Risk many...
When you and your clients think about annuities, what comes to mind?