Latest
-
Here's How to Find Your Way Out of the Inherited IRA Maze
To navigate complex rules on inherited IRAs and RMDs, start by breaking down key terms and common scenarios. A clearer picture of your next steps will emerge.
-
16 Retirement Mistakes You Will Regret Forever
retirement From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
retirement -
You're 62 Years Old With $1 Million Saved: Can You Retire?
The answer depends on several factors. The key is to create a plan that combines all aspects of retirement — income, taxes, health care and legacy planning.
-
Six Reasons to Have Life Insurance
The peace of mind from knowing your family is financially protected if something happens to you is invaluable, but there are other compelling reasons, too.
-
Should You Change Your Estate Plan Before the Election?
You might need to modify your estate plan before the election — or at least before a new administration.
-
The Basics of Estate Planning
If you have a will or trust, congratulations. But you’re not done with estate planning.
-
This Trust Strategy Can Reduce Your Taxes Big-Time
Upstream basis planning can help younger wealthy people pay less taxes on highly appreciated assets if they appoint an aging relative as a trust beneficiary.
-
Three Major Estate Plan Mistakes to Avoid
A complete and up-to-date estate plan can help ease your loved ones' worries and make things easier for them after you pass.
-
Which Type of Power of Attorney Is Right for You?
Durable or limited? How about springing or military? There are many more kinds of POAs than just medical or financial.
