From High Heels

To Tractor Wheels


Pending Legislation Could Affect Inherited IRAs – In a BIG Way

The first to be passed by the House of Representatives on Thursday, May 23rd, was the Secure Act, and there’s similar bill in the Senate called the “RESA” (Retirement Enhancement and Savings Act). Both bills would significantly change the retirement system in America, and both seek to pay for the expenses with revenue generated from pre-tax accounts changing hands from their Baby Boomer owners to their Gen X and Millennial non-spouse beneficiaries.

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ESTATE PLANNING: The Importance of Legacy Financial Planning


Is legacy financial planning or estate planning really that important?

Do you remember in the 1990’s when the famed Hotel Heiress Leona Hemsley left her fortune to her DOG? I do!

The importance of having a will and naming a trusted Executor is vital. This is a way of letting your family know you love them. The last thing you want is your loved ones trying to figure out what your wishes are on the worst day of their lives.

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Kim Holland Lyon

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Financial  Services offered through Cambridge Investment Research, Inc. EDGE INVESTMENT SOLUTIONS are not affiliated. Dave Ramsey and The Dave Ramsey Show are not affiliated with Cambridge Investment Research, Inc. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, FL, IL,ME, MN, MS ND,NJ, NM, NY,PA, SD,TX,VT, VA,WA.