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Stay up-to-date with our latest insights and resources during COVID-19. Learn more
Is Now the Time to Convert a Traditional IRA to a Roth IRA?
May 18, 2020 | Planning for Retirement
Traditional and Roth IRAs are two powerful tax-advantaged savings vehicles. The primary difference between the two is that qualified contributions to a Traditional IRA are deducted from taxable income the year made and included in taxable income when withdrawn. On the other hand, Roth …
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IndividualsWebinar: Planning Considerations for Today
May 12, 2020 | Financial Planning
Given the current environment and market volatility, uncertain times can highlight the importance of being prepared and they may also present opportunities for making important changes to your current plans. Join us to learn some financial planning strategies that you may want …
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All AudiencesEvolution of Financial Planning
April 30, 2020 | Financial Planning
This week marks Manning & Napier's 50th anniversary. Fifty years ago, our business was founded with unique investment strategies and a determination to always put clients first. Our guiding principles have remained the same over the last half-century, and we have continued to adapt to meet the …
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All AudiencesYour Financial Planning Questions, Answered
April 30, 2020 | Financial Planning
A sudden downturn in the markets usually gets individuals and families thinking about their personal finances. At a time like this, it’s important to make sure your financial plan is still in a place to succeed, no matter how long the volatility may last. Below, we’ve outlined some of the most …
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All AudiencesMaking the Most of Financial Literacy Month During a Difficult Time
April 13, 2020 | Financial Planning
Since 2004, April has been officially recognized as Financial Literacy Month in the US. This is a great time to expand your financial knowledge and effectively apply it to your own financial well-being. During this difficult time, our greatest concern is the health of our clients, employees, …
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IndividualsHighlights of the CARES Act
March 30, 2020 | Financial Planning
Congress and President Trump have come to an agreement on a $2 trillion relief package, called the Coronavirus Aid, Relief, and Economic Security (CARES) Act, to ease the economic impact of the Coronavirus pandemic. This legislation touches all areas of the economy, and we have summarized some …
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All AudiencesControlling Your Controllable
March 26, 2020 | Financial Planning
March has already proven to be an incredibly stressful time for investors. With the continually developing situation surrounding the coronavirus, you should expect more volatility in the weeks to come. So much of what is going on is outside of your control. To help prevent the virus from …
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IndividualsWebinar: The SECURE Act and Your Retirement
March 19, 2020 | Financial Planning
At the end of 2019, the Setting Every Community up for Retirement Enhancement (SECURE) Act was signed into law, which has a significant impact on retirement planning strategies. With its passage, certain strategies that have been in place for years should now be reevaluated to …
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Understanding the SECURE Act: Inherited IRAs and the “Stretch” Concept
March 05, 2020 | Financial Planning
The SECURE Act, which was signed into law late last year, has several provisions that impact distribution rules for IRAs. Arguably the most noteworthy change is the partial elimination of the “stretch IRA”. Starting in 2020, for IRAs passing to certain beneficiaries – non-eligible designated …
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Individuals
Four Signs it’s Time to Update Your Estate Plan
February 18, 2020 | Estate Planning
Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can be expensive, and may evoke fears of death. However, having an effective, up-to-date estate plan is vital to achieving your multi- …
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Individuals