Naming a Trust as IRA Beneficiary: Key Considerations From: www.wealthmanagement.com In many, but not all, instances, a trust is a better option than naming an individual. Trusts are terrific estate…
3 Easy Ways to Increase Your Social Security Benefits — for Life From: www.fool.com Wishing for heftier monthly checks in retirement? Here’s how to do it. Social Security benefits can…
The 6 Big Retirement Mistakes — and One Way to Avoid Them From: www.nerdwallet.com Retirement mistakes can increase the chances of outliving your money. Getting an objective second opinion can…
…a precious parking space, the document notes. Michael also automatically gets all of his dad’s clothing and jewelry, according to the court papers. (Quoted from http://www.foxnews.com/entertainment/2013/07/06/gandolfinis-estate-may-take-30-million-tax-hit-report-says/ on 7/14/13 @ 4:30pm)…
7 Mistakes to Avoid with Inherited IRAs – Things You did not Learn in School From: www.irahelp.com An inherited IRA can be a great thing for the beneficiaries. It is…
2018 Capital Gains Tax Rates — and How to Avoid a Big Bill From: www.nerdwallet.com All about long-term and short-term capital gains tax rates, including what triggers capital gains tax,…
Fundamentals are your most advanced investing techniques From: www.independenceadvisors.com I recently had the opportunity to spend time on Spruce Creek with fly fishing legend Joe Humphreys. At 89 years old,…
New research from Principal shows annuities improve retirement outcomes From: www.principal.com 10,000 simulations highlight impact of guaranteed income for retirees The simulations have been run and the numbers have been…
Inherited IRA from a Non-Spouse From: www.thebalance.com Inherited IRA Rules for Non-Spouse Beneficiaries As the U.S. population ages, it is common to inherit an IRA from mom or dad, an…
Key Provisions from the SECURE Act From: www.iamsinc.com On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Act into law. The SECURE Act marks the…
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