RMD Tips: When Your IRA Holds an Annuity
Joe Heider, president of Cirrus Wealth Management, is included in an article by Kiplinger reporter Rachel Sheedy discussing tips for taking an RMD for individuals that hold an annuity in a [...]
Financial New Year’s Resolutions
The start of a New Year provides an opportunity to make a fresh start and form new, positive, habits. This year, making and keeping financial resolutions is a step in the direction of financial [...]
4 Ways to Make the Most of an Inherited IRA
Joe Heider, president of Cirrus Wealth Management, is included in Rachel Sheedy’s Kiplinger’s Retirement Report article about making the most of an inherited IRA. “If the heir does not [...]
Tools for Managing Income From a Side Business
Joe Heider, president of Cirrus Wealth Management, bylines an article in The Wall Street Journal about tax advantages of self-employed business owners with a SEP IRA, individual 401(k) and solo [...]
Voices: Consider a SEP IRA for Sideline-Business Income
Joe Heider, president of Cirrus Wealth Management, is featured in a Wall Street Journal article detailing how he helped a client with dual income streams to be tax efficient while outlining the [...]
Can I Fund One Type of IRA While Tapping Another?
Sarah Max of Money magazine includes Joe Heider, president of Cirrus Wealth Management, in her column answering a reader question about the ability to contribute to one IRA account while [...]
