April 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 MoreMarch 19, 2021 •
Estate Planning ![]()
Many baby boomers may hesitate to discuss money with their children, but the reality is that a massive amount of wealth will be transferred in the next couple of decades.
Read MoreDecember 17, 2020 •
Estate Planning ![]()
Many investors took advantage of the pandemic-induced market decline this spring to do big Roth conversions and pay less tax on reduced asset values.
Read MoreDecember 10, 2020 •
Estate Planning ![]()
One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations.
Read MoreNovember 11, 2020 •
Estate Planning ![]()
Though Social Security helps millions of seniors stay afloat financially, living on those benefits alone could mean winding up cash-strapped in retirement.
Read MoreNovember 3, 2020 •
Estate Planning ![]()
Although Social Security helps millions of seniors stay afloat financially, living on those benefits alone could mean winding up cash-strapped in retirement.
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 MoreJune 15, 2020 •
Estate Planning ![]()
When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If you're a beneficiary, you have to decide how you're going to use it—a decision that's a little more complicated this year than it normally is.
Read More
