May 12, 2021 •
Estate Planning ![]()
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
Read MoreApril 8, 2021 •
Estate Planning ![]()
Established in 1997, the Roth individual retirement account has long been a favored option for retirement savings, due to its promise of tax-free withdrawals in retirement.
Read MoreApril 5, 2021 •
Estate Planning ![]()
When you hear the word trust fund, you might think of the uber-wealthy giving their kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich.
Read MoreJanuary 25, 2021 •
Estate Planning ![]()
If you haven't reviewed your beneficiary designations recently, you may be setting your heirs and estate up for some unpleasant surprises.
Read MoreAugust 13, 2020 •
Estate Planning ![]()
Has the Covid-19 stock market volatility caused your retirement accounts to decline? Will the temporary suspension of required minimum distributions (RMD) or a reduction in your compensation lower your 2020 tax liability?
Read MoreMarch 16, 2020 •
Estate Planning ![]()
Research shows that moving 401(k)s to after-tax contributions would boost tax returns in the short term, but leave retirees worse off.
Read More
