Seniors and Debt: How to Cope with Financial Setbacks Post-Retirement From: www.annuityfreedom.net Retirement is supposed to be a time to relax, enjoy simple pleasures, and perhaps check items off your…
Promissory Notes: Promises, Problems From: www.nasaa.org Many investors seek out safe, fixed-rate investments, especially ones that can boost the interest they earn. You, too, may be looking for sound investments…
9 Ways to Protect Your Retirement Income When Markets Are Volatile From: www.retirementplanning.net Most people rely on their retirement savings accounts, such as a 401(k) account or an IRA (individual…
Social Security True or False Quiz From: www.aarp.org Test your knowledge on this government program: To view the quiz: Click here →…
Read moreHis Majesty, King Charles III becomes Patron of the University of Westminster From: www.westminster.ac.uk The University of Westminster is pleased to announce that following a large review of Royal Patronages,…
Read more…plan makes gifts to charities. Charitable tax strategies for estate planning purposes can be among the most complex, and it typically makes sense to consult a professional. Commonly used strategies…
…community based services applicant is permitted a Community Spouse Resource Allowance (CSRA). In 2024, this Spousal Impoverishment Rule allows the community spouse (the non-applicant spouse) to retain up to $154,140…
The Value of a Fiduciary Advisor Reaches 4% in 2017 From: www.iris.xyz Written by: Brad Jung | Russell Investments Updating our annual “Value of an advisor” study for 2017 seems especially relevant given the…
…not compromise on the financial goal. You must be comfortable with your plan and stay invested. But you should also understand your tolerance for risk and undertake active risk management…
17 States With Estate or Inheritance Taxes From: www.aarp.org Even if you escape the federal estate tax, these states (plus D.C.) may hit you Note: Some states levy estate taxes…
Copyright © 2024 • REAP | Retirement & Estate Advisors & Professionals • All rights reserved
(855) 904-REAP • info@retirementestateplan.com
