Maximize your Use of the Roth IRA
Although the Roth IRA is often touted for the unique combination of benefits it offers to retirement savers, some of its perks often go overlooked. Here are four that you should know about.
May 24, 2021
Strategies to Reduce Estate Taxes
The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
May 20, 2021
Take Care when Transferring House to Children
What are the advantages and disadvantages of a parent transferring the title of a home to a child?
May 19, 2021
Estate Planning is more than a Tax Strategy
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
May 18, 2021
Tax Liabilities when a Loved One Dies
When someone passes away, their tax headaches don’t die with them. In fact, those obligations can further complicate the lives of survivors: Federal estate taxes may be due and state inheritance taxes could also come into play.
May 17, 2021
Assets not Covered by a Will
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
May 12, 2021
Deciding Who will Serve as Executor
What happens if you don’t have any family to be personal representative? Other than a family member, who can be personal representative?
May 11, 2021
Protect Your Child’s Inheritance from Relatives
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
May 10, 2021
Address Finances if Diagnosed with Alzheimer’s
If a person close to you has been diagnosed with Alzheimer’s disease, it may be time to address some serious financial questions.
May 6, 2021
Managing an Inherited Retirement Account
So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
May 5, 2021