The Alameda Financial Group

Newsletters

Look Out for Observation Care

The use of observation care, during which a patient may be in a hospital room with hospital services but is not officially admitted, has raised concerns for both patients and providers.
HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions

This article explains what will be changing and who can expect to receive higher Social Security benefits due to the Social Security Fairness Act.
It’s Complicated: Inheriting IRAs and Retirement Plans

The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
ETFs Are Closing the Gap with Mutual Funds

Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.