Coronavirus’ Devastating Economic Impact on Workers Age 50-Plus From: www.aarp.org The case for emergency funds, paid leave and protection from discrimination The devastating recent jobs numbers show that the coronavirus…
…a death are a fact of life. They bring together people to mark the deceased’s life and passing, while providing comfort, support and a sense of community. But more and…
Social Security True or False Quiz From: www.aarp.org Test your knowledge on this government program: To view the quiz: Click here →…
Read more17 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…
…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…
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…
…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…
Inherited a Traditional IRA From Your Spouse? Here Are Four Options From: www.retirement.tips If you lose your husband or wife, the last thing you’ll want to deal with is making…
How Annuities Soothe Retirement Anxiety From: insurancenewsnetmagazine.com One day, advisor Joe Lucey received a call from a commercial airline pilot who wanted to come in and talk about financing retirement….
Donald Trump’s Death Tax Proposal – A Non-Partisan View From: stites.com As this time, it is difficult to determine what the specific provisions of President-Elect Donald J. Trump’s tax proposals…
Copyright © 2024 • REAP | Retirement & Estate Advisors & Professionals • All rights reserved
(855) 904-REAP • info@retirementestateplan.com
