Category Beneficiaries
Required Minimum Distributions – What You Need To Know
Many types of retirement accounts offer enormous tax advantages. For example, if you make contributions to an IRA or 401k, you may be able to deduct those contributions (i.e., not pay income taxes on the income you use to fund those accounts) now — and, instead, let the money grow — with no taxes due […]
Where there’s a Will, there’s a Plan – Estate Planning
Estate Planning for Everyone Where there’s a Will, there’s a Plan (and if there isn’t a will, there’s still a plan, but it might not be what you want) (Okay, the title is just being silly — as you’ll see below, it’s about a lot more than just a will.) First a few myths that […]