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Wealth Management Group Published Articles2020-04-14T23:56:10+00:00

Published Articles

Our financial advisors at Wealth Management Group contribute our insights to well-known publications such as Forbes, Chicago Sun Times, US News, and New York Business Journal, on topics that matter to you, such as retirement planning, business management, investment strategies, and more. The goal of our articles is to help retirees, pre-retirees, investors, and business owners accomplish their financial goals and avoid the common pitfalls.

Prepare Your Exit Plan Now

Many business owners dream of retirement yet struggle with the notion of letting go of the success they spent a lifetime building.
Passing on ownership to the next generation can be a struggle. When you’ve dedicated a good portion of your life to building your company and your brand, it can be incredibly difficult to imagine life without it or allowing someone else to take the reins. But it is inevitable; every business owner will face a day when they need to make an exit, but those who plan in advance are far more likely to have a smooth and successful transition.

**The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.

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Single and Planning for Retirement? Here are 4 Key Things to Do

Craig Bolanos was featured in Debbie Carlson’s article “Single and Planning for Retirement? Here are 4 Key Things to Do” appearing in Barron’s Magazine. In this article, Craig discusses some of the challenges single, independent people face when preparing for retirement. Click below to read the full article!

**The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.

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Want to Do a Free Roth IRA Conversion and Be Charitable? Here’s How.

Craig Bolanos was featured in Debbie Carlson’s article “Want to Do a Free Roth IRA Conversion and Be Charitable? Here’s How.” appearing in Barron’s Magazine. In it, Craig gives his thoughts on qualified charitable deductions and how donations up to a certain dollar amount might be a smart move for retirees who can give. Click below to read the full article!

**The opinions voiced in this material are for general information only and are not intended to be a substitute for individualized tax advice. Please consult your tax advisor regarding your specific situation. All investing involves risk including loss of principal. The examples presented are hypothetical and are not representative of any specific investment. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.

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