by admin | Jun 27, 2021 | IRA
Here’s an estate-planning technique that allows you to lower the tax sting to your heirs, and that reduces your retirement income in case you don’t think you will need all of your Individual Retirement Account funds in retirement. It’s called a “stretch IRA,” or...
by admin | Jun 13, 2021 | Retirement Planning
You have been longing for the day that you no longer have to rush for the bus or step on that gas, head for the office as fast as you can in order not to be late. All of these will come true by the time you reach your retirement age. It is a point in your life wherein...
by admin | May 27, 2021 | 401 (k)
The 401(k) retirement plan is funded by employee contribution and a matching employer contribution. The major feature of the plan is that the contributions are taken from pre-taxed salary. The fund accumulates tax-free until it is withdrawn. Most businesses and...
by admin | May 13, 2021 | Succession, Trust, Will
Even though planning your estate isn’t an enjoyable job it’s necessary so that you can efficiently and successfully transfer all of your assets to those you leave behind. With a bit of careful planning, your heirs can avoid having to pay estate taxes and federal taxes...
by admin | Apr 27, 2021 | Personal Finance
Most of us know when we hit a financial disaster, usually we can even trace the beginning of the process that led to the financial failure, but the problem seems to be the fact that some people keep repeating the mistakes, or adapting new problematic methods of trying...
