by Enduring Wealth Advisors | Protecting Family Money
Despite all of the other advances made in our society in recent generations, women continue to face unique challenges when it comes to preparing for their financial futures. Recognizing the Shortfalls For starters, women on average still earn less than men, according...
by Enduring Wealth Advisors | Protecting Family Money
Good planning takes into account both the expected and the unexpected. By building your nest egg, you’re planning for the comfortable retirement you always hoped for. All it takes to plan for the unfortunate event that something unexpected happens on the way to...
by Enduring Wealth Advisors | Protecting Family Money
Want a way to flex some retirement planning muscle? Then consider a “stretch” (inherited) IRA. Not only can this strategy preserve wealth for future generations, it also has the potential to keep assets growing in a tax-deferred account for years to come....
by Enduring Wealth Advisors | Protecting Family Money
Trying to predict the federal estate tax is about as easy as trying to predict the stock market. After a decade of almost yearly changes, the government has currently legislated a temporary fix that expires 2012. Given the uncertain nature of the tax, couples need to...
by Enduring Wealth Advisors | Protecting Family Money
A stretch IRA is a traditional IRA that passes from the account owner to one or more younger beneficiaries at the time of the account owner’s death. Since the younger beneficiary has a longer life expectancy than the original IRA owner, he or she can...
