Monthly Archives: January 2021

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Episode 78 – Inherited IRAs are a Ticking Tax Bomb. Here’s What You Can Do



The SECURE Act has changed the way beneficiaries inherit money from IRAs. If you’re a beneficiary, or are trying to set up your beneficiary for success, what does this change mean for you? 

Find out in this episode as Larry Heller discusses the new changes to inherited IRAs. He highlights what will happen if you fail to plan around the new IRA rules and reveals what you can do to start planning around these changes today! 

In this episode, you will learn: 

  • How the SECURE Act has changed inherited IRAs
  • 3 exceptions to the changes in the SECURE Act  
  • Alternative planning strategies
  • And more!

Listen in to learn how these new restrictions could affect you and your inherited IRA!

Resources:  Heller Wealth Management: (631) 293-2806 | Email Larry


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Episode 77 — What Has 2020 Taught Us? Four Valuable Lessons We Will Take Into 2021



The start of a new year provides the opportunity to sit down and reflect on the lessons we’ve learned over the past 12 months. 

Join Larry Heller as he reflects on 2020 and shares the top four lessons he’s learned along the way. Larry also reveals how you can apply these takeaways to the challenges you may face in 2021. 

In this episode, you will learn: 

  • How to plan for the unexpected 
  • Why you should be grateful for what you have
  • The significance of asking for and offering help 
  • And more!

Tune in now to discover the lessons 2020 taught us that can guide you through this year! 

Resources:  Heller Wealth Management: (631) 293-2806 | Email Larry


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Episode 76 – What Business Owners Need to Know About Their Commercial Insurance Coverage –– With Ron Rugolo



Insurance is an ever-changing industry. As a business owner, is it possible that you’re compromising coverage in order to pay the lowest price? Or, perhaps you’re lacking proper coverage without even realizing it. 

Today, Ron Rugolo, vice president of Bradley & Parker, joins Larry Heller to discuss the top oversights that business owners tend to make when choosing a commercial insurance provider. Get ready for an information-packed episode that will help you make the best decision possible for your business.

You will learn: 

  • Three important coverages that business owners are not required by law or contract to have
  • How to deal with cyber security attacks and ransoms 
  • Why price isn’t the main factor to consider when shopping for commercial insurance
  • What type of industries are best candidates when it comes to the view of their insurance policy 
  • And more!

Listen now to learn more about commercial insurance for business owners! 

Resources:  Heller Wealth Management: (631) 293-2806 | Bradley & Parker : (631) 650-4014