Regardless of your income or net worth, there’s one estate planning task you should do right now: check the beneficiary designations for your life insurance
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Answers to 401(k) Questions
As you develop your financial and estate plans, you should consider integrating 401(k) accounts into an overall retirement strategy. It’s an important part of the
Check on Your Beneficiaries…Today!
When you pass away, what you leave to your loved ones is important, but so too is how you leave those assets. Making certain that
Trimming Taxes for Retirees
“For now, trimming your tax tab is up to you, not the men and women in Washington who write the tax law.”
Here’s What an Estate Plan Can Do for You
"It’s common for people to consider how they will eventually like their assets to be distributed among loved ones and ministry organizations. But perhaps you
Hold Up on the Retirement Celebration until You Cross These off the List
“Months before you walk away, gold watch in hand, there some steps to take to maximize your benefits, take care of taxes and pave the
How to Build, Protect and Enhance Your Wealth throughout Your Life
“Save early and often. The sooner you start to save, the easier it will be to amass a comfortable nest egg -- thanks to the
How is Life Insurance Taxed in an Estate?
“Life insurance can pass to your heirs free of tax, if you name the right beneficiary.”
A Look at Target-Date Funds as You near Retirement
“They may not make sense once you're past the target date.”
IRA Info for Your Retirement
“IRAs were established to help Americans save for their future, and retirement savers should take advantage of tax shelters such as IRAs to build and
Making That First RMD
If you turned 70½ last year but did not take the required minimum distribution (RMD) from your IRA, then you had until April 1 of
Avoid This Common Estate Planning Mistake
“Most people don’t want to be a burden on their family or children. One of the best things you can do to accomplish this goal,