What Happens to My 401(k) When I Get Divorced?
You’ve spent your working life building up your retirement through a 401(k) and now that you are getting a divorce, you don’t know what is
You’ve spent your working life building up your retirement through a 401(k) and now that you are getting a divorce, you don’t know what is
There is no doubt that estate planning is often talked about in terms of planning for married couples and families. However, estate planning for single
The recent Anniversary of the attack on our country on September 11, 2001 reminds all of us of the sacrifice first responders made not only
Many people are frightened of long-term care costs—for good reason.
It is time to evaluate your options for how to use your time when you stop working.
Children and grandchildren inheriting traditional IRAs could quickly find themselves in the top 37% tax bracket, thanks to changes ushered in by the Tax Cuts and Jobs Act.
When you set up an IRA with a brokerage, you’ll usually be asked to designate a beneficiary. This is where you would enter the trust as your beneficiary, should that be the option you choose.
Many annuities cannot be passed on to a beneficiary; any money left in them when you die goes to the insurance company.
From wills to life insurance, no one wants to discuss a financial plan with their aging parents.
If Congress gets its way, you’re going to lose the opportunity to help your children build wealth, and at the same time, they could end up in higher tax brackets for years.