A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Asset Preservation Capital, LTD, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone call.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Asset Preservation Capital, LTD
(248) 649-4759

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Roth Conversions: Today’s Slott Report Mailbag

by | Mar 6, 2025

  By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, If a person is turning 73 years old in March, s/he would be required to take required minimum distributions for the year. Can a person do Roth Conversion prior to turning age 73 (say in February)?  Does the...
How an annuity can help as you plan for retirement

How an annuity can help as you plan for retirement

by | Mar 6, 2025

As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream. With 2024 being the year with the greatest number of...

RMD Avoidance: Red Flags and Dead Ends

by | Mar 5, 2025

  By Andy Ives, CFP®, AIF® IRA Analyst I appreciate it when reputable financial advisors fight for their clients. It is a pleasure to see a well-educated, experienced professional leave no stone unturned when it comes to helping someone through a problematic...

Deciphering the Rules for Roth 401(k)-to-Roth IRA Rollovers

by | Mar 3, 2025

By Ian Berger, JD IRA Analyst More and more 401(k) plans are making Roth employee contributions available, and employees leaving their jobs often want to roll over Roth 401(k) funds to a Roth IRA. What tax rules apply to distributions of amounts rolled over? Warning:...
Weekly Market Commentary

Weekly Market Commentary

by | Mar 2, 2025

-Darren Leavitt, CFA Growth concerns entered the market narrative as investors continued to look at policy uncertainties on tariffs and the strains on geopolitical relations.  The Trump administration confirmed that 25% tariffs on Canada and Mexico would be effective...