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Giving and Receiving Wealth: What to Know

…planning are always important, and in the interest of smooth family relations, communication is key when it comes to understanding the giver’s wishes when using various funds. Whether you’re planning…

Should You Get a Part-Time Job in Retirement?

…head back to the office full-time. Instead, they’re looking for a part-time encore career that stimulates their mind, pads their pocketbook, and leaves plenty of free time for enjoying their…

4 risks to retirement income

…three types of tax advantages: tax- deferred accumulation potential, the opportunity for income-tax-free loans and withdrawals, and a death benefit that is generally income-tax-free to beneficiaries. 3. Volatility The market…

Are you prepared for tax season?

…in with a few basics. As always, reach out if you need some assistance. For now, here are three important (and frequently misunderstood) tax topics to know about: Common Deductions…

Buying a Second Home: What to Consider

…What are the risks involved? Real estate is not a risk-free investment. When you rent out the home, you have the responsibilities of a landlord, which include assuming the risk…

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About REAP

…please view our events or contact us. REAP in Bloomberg Businessweek Listen to David H. Morgan describe REAP on KOOL 100.9 FM: https://retirementestateplan.com/wp-content/uploads/audio/DavidMorganInterview-SeniorExpo.mp3 For a free consultation: Call (855) 904-REAP…

ASK THE EXPERT: Answers to Common Questions About IRA Trusts

ASK THE EXPERT: Answers to Common Questions About IRA Trusts From: ultimateestateplanner.com By: The Ultimate Estate Planner The IRA Inheritance Trust® (also known as a “Standalone Retirement Trust”, “IRA Beneficiary…

Odom and Kardashian: Why Living Wills Matter

…of the end of their marriage. That being said, their divorce, even had it been legally completed, is still very recent, and it’s entirely possible that Odom does have a…

Congress passed Inflation Reduction Act of 2022. Here are 6 tax takeaways.

Congress passed Inflation Reduction Act of 2022. Here are 6 tax takeaways. From: natptax.com The Inflation Reduction Act (IRA) has just passed both houses of Congress and is expected to…

What is an ETF?

What is an ETF? From: ishares.com 5 ETF Must-Knows 1. What is the difference between ETFs and mutual funds or stocks? iShares ETFs combine popular features of both. Like a…