March 21, 2022 •
Estate Planning Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
Read MoreJanuary 3, 2022 •
Estate Planning Roth IRAs and Roth IRA conversions have received a lot of press recently. Between the various tax proposals that have been floating around Congress and normal year-end tax planning strategies, Roth IRAs are a popular topic.
Read MoreSeptember 29, 2021 •
Estate Planning For many, there are potential benefits to continuing a life insurance policy or purchasing certain types in retirement, when it comes to taxes, estate planning and long-term care. Here are some ways to use a life insurance policy that you may not know about.
Read MoreMarch 10, 2021 •
Estate Planning By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.
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