Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

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Investing for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.

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Do you own multiple IRAs at various institutions? Over the years, many investors make annual IRA contributions or complete qualified plan rollovers to different accounts at numerous financial institutions and now find it costly and confusing to keep track of all the accounts.

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The long-term care (LTC) insurance marketplace is changing quickly, and you have more options to choose from than ever before. Read on for the pros and cons of the three main types of coverage.

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When planning for retirement, it is important to create a savings strategy in an effort to optimize asset growth in a tax-efficient manner. Understanding which account types offer tax deferral and tax-free distributions may help you save significant chunks of your wealth for retirement years.

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Why would you embark on your financial journey without planning and forethought? Just as with travel, there is more than one route to take toward achieving your financial goals.

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IRA rules are designed to discourage early distributions, and a 10% penalty is imposed on distributions taken prior to the IRA holder reaching age 59½. However, the law provides several exceptions to the penalty.

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Everyone wants to feel confident in where they are in life, and in where they are going. Everyone achieves confidence in their own way. Retirement is no different.

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Financial planning is a crucial step in managing your financial future. Not only does it help you see your financial situation today, it also helps you think about those things you would like to do in the next five years, ten years, and throughout retirement.

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For a generation that will be leaving college with more student loan debt than any before it, the notion that a certain amount of debt can be good may be difficult to grasp.

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At Stifel, we recognize that proper estate and tax planning are crucial to pursuing financial success. We also recognize that the estate and tax planning processes can seem complicated and overwhelming.

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Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.

Podcast

Compare the various types of IRAs for 2021.

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Funding a traditional or Roth IRA each year can be an integral part of planning for retirement. However, you must generally have earned income from employment to contribute to either a traditional or Roth IRA. An exception to this rule is the spousal IRA contribution.

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When researching annuities, you are sure to encounter various articles and opinions that are critical of what may be a perfectly appropriate insurance and investment product for your situation.

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This article covers things you should think about prior to meeting with your attorney to discuss your estate plan.

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With approximately 10,000 people turning 65 every day for at least the next ten years, many individuals will face consequential health care decisions as they consider transitioning into Medicare

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Check out this article for important Social Security facts.

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This article covers exemptions, deductions, and more estate and gift tax highlights.

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As a valued client of Stifel, we offer a full suite of services not only to help you manage your long-term investments, but also the tools that you need to organize your day-to-day checking, saving, and even borrowing needs.

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Wealth management insights from Stifel’s CIO Office.

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