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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…

5 Ways to Improve Your Retirement Finances in 2020

…Advisors in Laguna Hills, California. “It’s time for a fiscal examination and comprehensive planning to make sure your investments are aligned with cash flow and budgets.” Many people don’t think…

Estate Planning for Retirees

Estate Planning for Retirees From: theamericanretiree.com As you approach retirement, your estate plans may differ from those during other stages of your life. During retirement, a comprehensive estate plan must…

Little Sign of Recession Risk in 2016

Little Sign of Recession Risk in 2016 From: etftrends.com A recent CNNMoney survey of economists pegs the odds of the U.S. entering a recession this year at 18%. Considering the…

S&P 500 Returns Over The Last 40 Years

S&P 500 Returns Over The Last 40 Years From: linkedin.com 11.6% per year over the past 40 years — you’re free to have your own feelings about investing in the…

Better Way to Check Portfolio Risk

Better Way to Check Portfolio Risk From: financial-planning.com There’s a perception that strong portfolio performance naturally comes at the price of higher volatility. But what if achieving strong performance with…

Money Conversation with Your Kids 

…of these changes so that they can be prepared and less likely to worry that you are struggling financially. Set Them Free Children who are financially dependent on you may…

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…

Tom Clancy’s Widow Wins Opening Round of Estate Battle Without Remorse

Tom Clancy’s Widow Wins Opening Round of Estate Battle Without Remorse From: wealthmanagement.com Tom Clancy’s widow scored the first victory of what will surely be a drawn-out battle over who…

When You’re The ‘One’

…your future. Brought to you by REAP, LLC. Questions? To learn more about the contents of this article or for a free consultation, contact us at info@retirementestateplan.com or (855) 904-REAP….