What to Do With a Financial Windfall
Financial Advisor Ben Hess joins Peg Webb to discuss strategies that could help you maximize a financial windfall.
Should You Pay Off Your Mortgage in Retirement?
Bruce Helmer and Peg Webb will discuss factors you should consider when deciding when to pay off your mortgage.
Insights from the Roundtable
Browse helpful financial articles, guidebooks and more from our Wealth Enhancement Group Roundtable team of specialists.
Corporate Inversions: Boogeyman or Straw Man?
Corporate inversions – where a U.S. company re-incorporates overseas typically to avoid America’s highest-in-the-developed-world 35% tax rate – have been in the news. Recently Medtronicand both Chiquita and Burger King each have one foot out the door.
Recent Caller Questions
How critical is the preservation of capital in the first few years of retirement?
When I pass, is there a step-up in basis for my assets inside of an IRA and 401k?
If a loved one has an established trust, will that avoid probate? If that trust has sizeable holdings, how would you recommend splitting those assets among three beneficiaries?
How a Burger King—Style Inversion Can Derail Your Retirement
At first glance you may think a corporate inversion — when a U.S. corporation reorganizes and relocates to a lower tax country — should be “a good thing” for investors. After all, if the company avoids a 40% U.S. corporate tax to instead pay a 26% Canadian tax or 12.5% Irish tax, then it’s better for everyone, right?
Have a question? Get it answered on the air!
About Wealth Enhancement Group
At Wealth Enhancement Group, we believe we offer a fundamentally different approach to planning for retirement. Our firm was founded on the belief that all hardworking individuals, families and business owners should have access to the same level of knowledgeable expertise, sophisticated strategies, dedicated resources and unparalleled service typically offered to the ultrawealthy, enabling you to relax and enjoy your life now and throughout retirement. Since the mid-1990s, we’ve based our organization on one principle: Do what’s right for the client. By putting you first, we seek to provide advice that is always in your best interest, and that your financial future is based on your values and goals.