Kinkead's Korner

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Starting January 1, 2020 you must start taking Required Minimum Distributions (RMD's) from traditional IRA's and employer tax deferred accounts like 401(k)'s, 403(b)'s and 457 plans at age 72 which is...

The holidays are a special time of the year, a time for love and togetherness with friends and family. Too often, however, it becomes about gifts and spending. But we can change that through the...

While inheriting an IRA from your spouse is a pretty straight forward proposition, inheriting one from someone who is NOT your spouse creates several new parameters that need to be considered early on...

Since over $425 billion of charitable giving took place in 2018 according to Giving USA. And with my Gmail inbox indicating that it's Giving Tuesday, I wanted to share a couple of thoughts regarding...

In my office at Merrill Lynch over 25 years ago, a colleague and I were discussing the future of investment fees. Looking into the future, we speculated that the majority of all annual portfolio...

John R. Kinkead

Vice President of Wealth Advisement