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Inherited IRAs and the 10-Year Rule: What Every Beneficiary Should Know
By Sara V. Solano, CRPC®, BFA™  LodeStar Advisory Group LLC A Changing Landscape for Inherited Retirement Accounts Over the next decade, trillions of dollars will move from one generation to the next through retirement accounts—particularly IRAs. For many families, these transfers will mark the largest financial event of their lives. Yet few realize that the rules governing inherited IRAs have changed dramatically. The SECURE Act of 2019 , followed by further IRS regulations

Sara V. Solano, CRPC®, BFA™
Nov 163 min read


Beyond the Balance Sheet: Strategic Wealth for Women, Built to Endure
By Sara V. Solano, CRPC®, BFA™ LodeStar Advisory Group LLC Women today are redefining wealth. We are living longer, earning more influence, and managing unprecedented levels of capital. Already, women control over $10 trillion —roughly one-third of U.S. household financial assets. By 2030, that figure is projected to grow to $34 trillion , creating an immense opportunity to shape not only our own futures, but the financial landscape at large ( mckinsey.com ) ( investopedia.co

Sara V. Solano, CRPC®, BFA™
Oct 133 min read


Preparing for the Unexpected: What Medicaid Crisis Strategies Teach Us About Longevity and Peace of Mind
By Sara V. Solano, CRPC®, BFA™ LodeStar Advisory Group LLC Living Longer Means Planning Deeper We’re living longer than ever before — and...

Sara V. Solano, CRPC®, BFA™
Aug 203 min read

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