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LMC Financial Advisors' Blog

In our blog, we share news about the retirement planning industry, including tips for plan sponsors and helpful articles on a variety of topics, from saving for retirement to budgeting.

Midyear Outlook 2020 [Video] Thumbnail

Midyear Outlook 2020 [Video]

Midyear Outlook 2020 provides updated views of the pillars for investing—the economy, bonds, and stocks. As the headlines change daily, look to these pillars, or trail markers, and the Midyear Outlook 2020 to help provide perspective on facing these challenges now and preparing to move forward together.

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What is Reg BI? Thumbnail

What is Reg BI?

Recently, you may have heard that financial industry regulators established a new set of rules called “Regulation Best Interest” rule, known colloquially as “Reg BI.”

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Roth Conversions: What You Need to Know Thumbnail

Roth Conversions: What You Need to Know

While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.

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