Mike Triana

Mike Triana is a team lead, retirement operations, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With the firm since May 2011, he coordinates the day-to-day retirement operations, assists affiliated advisors with retirement plan-related issues, helps answer account inquiries, solves technical issues, and handles escalation issues and research requests. He also helps coach, train, and mentor new employees. Mike earned a degree in economics from Cal Poly San Luis Obispo, with a concentration in management.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

9 Questions on IRA Transfers and Beneficiary Distribution Accounts

Common Questions and Answers About QCDs

9 Questions on IRA Transfers and Beneficiary Distribution Accounts

Posted by Mike Triana

October 18, 2017 at 1:30 PM

For beneficiaries who inherit IRA assets, there are a variety of options available for transferring funds from a deceased individual’s account. Unfortunately, having too many choices can complicate an already difficult situation. But what if you could help ensure a smooth and less stressful transition for your clients? By understanding the intricacies of the transfer process and the rules involved, you can do just that.

With this in mind, here are nine questions (and answers) to help you and your clients better understand IRA transfers and beneficiary distribution accounts (IRA-BDAs).

Read More

Topics: Retirement Consulting

Common Questions and Answers About QCDs

Posted by Mike Triana

July 25, 2017 at 10:00 AM

As you may know, a qualified charitable distribution (QCD) is a payment made directly from an IRA to an organization that is eligible to receive charitable donations. Although the Protecting Americans from Tax Hikes (PATH) Act made QCDs permanent in 2015, there are specific requirements and circumstances that must be met before an IRA owner can make a QCD. To help you understand the ins and outs of this charitable distribution—and be a go-to resource for your clients—I’ve compiled the following common questions and answers about QCDs.

Read More

Topics: Retirement Consulting

Commonwealth Business Review
5 Ways to Affiliate
The Independent Market Observer, Brad McMillan

Follow Us