education Archives | McIntosh & Associates, Inc.


Our step by step L.I.F.E program offers ideas on how to incorporate FIUL as the cornerstone of a financial strategy. This workshop will cover the following topics: How long will your retirement assets last? Help make your idle assets go further Impact of dying too soon Help fill in the gaps in your retirement strategy […]

Make your retirement happen! What makes age 70 1/2 so significant? Required minimum distributions (RMDs) most commonly are taken from traditional Individual Retirement Accounts (IRA), workplace retirement plan accounts — 401(k), 403(b), 457 – or self-employed retirement plan accounts at the age of 70 1/2 for retirees. If you’re at or near retirement age, you’ll soon have […]