BLS Insights

Category: Webinars/Seminars

Considerations Before Meeting with Your Estate Planner

September 01, 2020

The coronavirus pandemic has only punctuated a point that planners have been making for years. Everyone needs an estate plan. Admittingly, the process can seem overwhelming, so we’ve broken down … Continued

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High-Level Multidisciplinary Teaming

August 25, 2020

Multi-disciplinary teaming, also known as collaboration, occurs whenever two or more advisors work together in a process that is “client-centric” to design, recommend, and implement specific strategies to the client. … Continued

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2020 Income Tax Planning in Light of COVID-19

July 07, 2020

In light of the pandemic, many individuals could see a dramatic shift in various sources of income, such as wages, self-employment income, interest, dividends, capital gains, retirement plan distributions and … Continued

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SECURE Act: Changes to IRA Contributions and Retirement Plan Distributions

June 18, 2020

The SECURE Act made several positive changes including expanding the availability of being able to contribute to an IRA beyond age 70 ½ and increasing the age to 72 for … Continued

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COVID-19 Rules for Hardship Distributions and Loans

June 11, 2020

In light of the COVID-19 pandemic, Congress passed the CARES Act which provides qualified individuals the ability to take hardship distributions from their IRA or employer plan during 2020 and … Continued

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