‘When’ play Major role in Retirement
People approaching retirement ponder numerous questions. However, I’ve found that many of the most important questions revolve around the word ‘when.’
April 19, 2023
Steps Seniors should take before Remarrying
As the calendar turned to 2023, many of us took a moment to think about resolutions. I want to lose 10 pounds. I want to read things that aren’t just about work. I want to learn how to play pickleball. Or maybe this year I’ll give a relationship another shot. Maybe I’ll even remarry.
March 6, 2023
SECURE 2.0 Act has New Features
In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.
January 18, 2023
Preparing an Estate Inventory is Critical
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
January 9, 2023
Managing your Inherited Retirement Account
There’s almost always a reckoning when the government proffers a tax break. So it is with individual retirement accounts (IRA)s, 401(k)s and similar accounts that investors fund with pre-tax earnings.
October 25, 2022
Mistakes to Avoid with Beneficiary Designations
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
August 11, 2022
Several Ways to Avoid Probate
There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.
April 19, 2022
Strategies to Reduce Taxes
Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.
March 17, 2022
Bypass Trust gives Flexibility in managing Taxes
The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago—as well as the scheduled 50% reduction in the size of the federal estate tax exemption four years from now—has resulted in a renewed interest in estate planning for IRA and 401(k) accounts owned by married couples.
March 14, 2022
Moving to a New State Impacts Estate Planning
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
January 31, 2022