The bad guys already have your name, Social Security Number, birth date, address and possibly even your driver’s license number.
Protecting Family Money
Controlling Your IRA Beneficiaries
It has been fifteen years since Rob and Gina were first subject to the Required Minimum Distribution (RMD). They both turned 85 this year, and as with so many events in their lives.
The Lasting Impact of 9/11
Ever since that horrific day in 2001, nearly 14 years ago, we have seen an increase in the use of the calendar to create and enhance awareness of our pet projects or concerns.
Yours, Mine and Ours — A Couple’s Guide to Retirement Planning
While the reasons for earning two incomes may vary from couple to couple, these families often face a similar financial challenge: participation in separate retirement programs.
Women, Money and Today’s Retirement
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.
Who Is Your Beneficiary?
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.
Transferring Wealth with a Stretch IRA
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.
The Benefits of Bypass Trusts
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.
Stretch IRA: A Handy Estate-Planning Tool
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.
Spring Cleaning — Put Your Financial House in Order
As you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at the big picture of your financial structure and tidy up where needed.