According to a Bankrate.com poll, 36% of Americans of all ages have not begun saving for retirement—including a rather shocking 25%+ of the 50-64 year-olds
Blog
Trusts—They’re Not Just for the Rich and Famous Anymore / York, PA
October 01 2014 | By Bellomo & Associates
The recent deaths of Robin Williams and Joan Rivers have saddened millions of fans. But at the same time, they’ve also provided two positive models
Looking Past Simple Answers On The Estate Tax / York, PA
June 06 2014 | By Bellomo & Associates
What is the $5 million federal estate-tax exclusion, and how does it work? You deal with taxes every year (technically at every time you open
The Conundrum Of Effective Charitable Giving / York, PA
May 09 2014 | By Bellomo & Associates
In late 2012, my wife and I looked at our list and decided to reallocate our giving. One big goal was to devote a higher
To Protect Your Heirs From Themselves: Inherited IRAs And Trustee Guidance / York, PA
May 08 2014 | By Bellomo & Associates
IRA holders have two ways to “stall” adult children or other heirs from doing an immediate cash-out of the IRA when the surviving spouse dies.
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