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Tom Rowley

Tom Rowley

By Tom Rowley4/6/2015 • 0 Comments

The process seems pretty simple — you fill out the beneficiary form when you open your IRA account, tuck it away, and you’ve secured your legacy for your loved ones. What could possibly go wrong? Well, let’s see … READ MORE

By Tom Rowley2/12/2015 • 0 Comments

Many people have asked how the retirement proposals in a fact sheet published before President Barack Obama’s State of the Union address will affect them. The answer is they won’t — only proposals that become law affect citizens. READ MORE

By Tom Rowley1/14/2015 • 0 Comments

A new, taxpayer-unfriendly rule regarding IRA rollovers took effect as the calendar rolled over to a new year. Starting on Jan. 1, 2015, if an IRA rollover occurs from one IRA, the IRA owner can’t do another rollover from any IRA for a 12-month period. To give you some perspective, let’s look at what’s changed and what it means for IRA owners. READ MORE

By Tom Rowley9/20/2014 • 0 Comments

You already know that life insurance is designed to protect your family if you die prematurely. But are you “insured” against the opposite situation: living so long that you outlast your retirement savings?


By Tom Rowley7/17/2014 • 0 Comments

IRA statements serve as a dashboard for your retirement vehicles because they provide critical information about how well your investments are functioning to move you toward your financial goals. And while it’s virtually impossible to ignore a red warning light on your dashboard, it’s easier to overlook or delay reading your account statements. But don’t do it — ignoring your statements could prove much more costly than engine damage. READ MORE