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Retirement Planning Archives - Daviman Financial - Fiduciary Advisors Serving Indianapolis & Indiana
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How to Navigate Open Enrollment at Work

How to Navigate Open Enrollment at Work

Open enrollment season is almost upon us! It is that exciting time of year when you devote three minutes to glancing at a benefits packet before deciding there is something more interesting you’d rather be doing. Even though our financial lives change all the time,...
How Protected are Your Retirement Accounts?

How Protected are Your Retirement Accounts?

Retirement accounts have many benefits. We are often discussing the tax advantages of contributing to pre-tax retirement accounts or taking tax-free distributions from Roth accounts. They provide a great way for the average investor to save and grow their money more...
SECURE ACT Part II: The Death of the Stretch IRA

SECURE ACT Part II: The Death of the Stretch IRA

For quite some time IRAs held a special place in the financial planning world, especially as it came to passing money on to family members. That’s because of a special provision in the law that allowed beneficiaries who inherited IRAs to take out small amounts at a...
Secure Act of 2019

Secure Act of 2019

Each new year brings with it goals, resolutions, and optimism for what lies ahead.  This year it also brought a whole host of changes to the retirement landscape in the form of the SECURE...