Wealth Reports
AE Wealth Management: Minimum Retirement Payouts | Blog
NEW RMD RULES FOR 2022 The Wealth Report by AE Wealth Management Download PDF Version Here New IRS tables are designed to decrease the amount of required minimum distributions (RMDs) going forward. Overview Retirement income savings plans, such as an employer 401(k), 403(b) plan and the traditional IRA, permit investors to contribute earned income on…
AE Wealth Management: Value of Financial Planning | Blog
THE VALUE OF HAVING A FINANCIAL PLAN The Wealth Report by AE Wealth Management Download PDF Version Here One way to help weather volatile markets, meet financial objectives and manage risk is to have a carefully constructed financial plan. Overview One of the most important ways investors can endure the up-and-down nature of investment…
AE Wealth Management: Tax Season Challenges | Blog
CHALLENGES OF THE 2021 TAX-FILING SEASON The Wealth Report by AE Wealth Management Download PDF Version Here Learn about the unique challenges of this year’s tax-filing season and gauge your chances of being audited. Overview This year, the season for filing 2021 income tax returns began Jan. 24 and ends on April 18, unless…
AE Wealth Management: Start the New Year Right | Blog
START THE NEW YEAR OFF RIGHT Download PDF Version Here In a recent survey, Fidelity found that 71% of Americans met the financial goals they set for 2021.1 In addition to continuing those resolutions, the beginning of a new year is a good time to shore up weak spots and simplify your financial plan.…
AE Wealth Management: Inflation With Economic Growth | Blog
INFLATION: AN UNFORTUNATE SYMPTOM OF A GROWING ECONOMY Download PDF Version Here Today, monetary policy is accommodative, corporations are investing, and both employment levels and wages are increasing. All of these positive factors can lead to rising prices. Overview Even though COVID-19 remains a part of our lives and will likely be here for…
AE Wealth Management: Infrastructure Opportunities | Blog
THE NEW INFRASTRUCTURE BILL PRESENTS OPPORTUNITIES FOR INVESTORS Download PDF Version Here After decades of patched “shovelready” projects, the new bipartisan legislation aims to usher America into the 21st century with infrastructure enhancements designed to meet the demands of a growing population and future energy needs. Overview Congress recently passed the $1.2 trillion…
AE Wealth Management: Year-End Tax Strategies | Blog
YEAR-END TAX STRATEGIES: GIFT IT, GIVE IT, GAIN IT, LOSE IT, MAX IT, USE IT Download PDF Version Here Tax-minimizing strategies, such as 401(k) plan contributions, RMDs and direct IRA-to-charity donations, must occur by year end. Overview In September, the White House published a report estimating that from 2010 to 2018, the 400…
AE Wealth Management: Systematic Fixed Investing | Blog
WHAT IS SYSTEMATIC FIXED-INCOME INVESTING? Download PDF Version Here In recent years, fixed-income money managers have begun using systematic investing as an active management strategy to help meet risk, reward and diversification objectives. Overview Given the current environment of stubborn inflation and a frustrated labor market, the overall environment does not bode well…
AE Wealth Management: Tax-Minimizing Strategies | Blog
SPOTLIGHT: TAXES AND YOUR PORTFOLIO Download PDF Version Here Choose investments and investment vehicles based on your specific goals. However, you also can make strategic choices that can help minimize your tax obligations and maximize your returns. Overview Tax-minimizing strategies are available to everyone, not just billionaires. There are many ways to help…
AE Wealth Management: Women & the Working World | Blog
WOMEN AND WORK: THE PATH FORWARD Download PDF Version Here Good, stable, affordable child care is hard to find. The same holds true for elder care. Until these issues are addressed, millions of women will remain out of the workforce. Overview As U.S. employers desperately seek workers, millions of mothers remain on the…