Inherited IRA Checklist
If you’ve recently inherited an IRA, here are key steps to help you stay organized and avoid costly mistakes.
A little upfront organization can save significant time, stress, and taxes later.
Client Story: Finding Confidence in Taking Social Security
For many people, the decision to begin Social Security isn’t purely financial, it’s emotional. One of our clients recently shared just how much uncertainty the process stirred up, even though she had more than enough resources to cover her retirement needs. On paper,...
Inherited IRA Rules 2026 – The End of the “Wait and See” Era
The End of the “Wait and See” Era on Inherited IRAs: A 25% penalty could be waiting in the wings if you mishandle your Inherited IRA. As we head into 2026, the IRS grace period is officially over and the rules have crystallized.
Inherited IRA Rules 2026: By Example
If you’ve recently lost a loved one and inherited their IRA, you might feel like you’re trying to read a map where the roads are still being paved. Navigate the Inherited IRA rules for 2026 with clear examples. Understand how new regulations affect your inheritance today.
Meet Aidan Schultz
Aidan is a new wealth advisor at Capstone Investment Financial Group who will assist with client services and portfolio support. Aidan is from Loveland, Colorado and a graduate of Colorado State University with a degree in Economics. He will mostly out of Capstone’s...
Estate Planning Is a Family Conversation—Not a Solo Task
Studies show that only 20% of couples make long-term financial decisions together. That’s a problem. When one spouse manages everything, it can leave the surviving partner feeling lost.