Federal law is pretty clear cut regarding what happens to company retirement plan assets if a married participant dies on the job. In that scenario,
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When are Required Minimum Distributions Required?
“Some workers may be too old to contribute to a traditional IRA.” Kiplinger’s recent article, “Tax-Smart Ways to Save When You’re Too Old for a
Get Rockin’ on a Solid Estate Plan
It seems pretty natural that people postpone planning their estates. After all, who wants to anticipate or dwell on his or her own demise? What’s
Stock Gifts to Grandkids: Does it Make Sense?
What if you are the owner of two blue chip stocks worth $100,000 and have owned these for more than 30 years, paying taxes on
Three Things to Think about before Writing Your Will
It may be an unpleasant task to think about your own mortality, but the fact is, writing a will is one of the smartest financial
How to Manage the Bumps in the Road to Retirement
A new TD Ameritrade survey says that bumps and detours along the road to retirement are the norm, not the exception, with two-thirds of Americans
Advice for Adult Caregiving
Adult children who become caregivers often pay a steep price. According to a 2011 MetLife study, women older than 50 who leave the workforce early
To Protect Your Heirs From Themselves: Inherited IRAs And Trustee Guidance / York, PA
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.
To Protect Your Heirs From Themselves: Inherited IRAs And Trustee Guidance / York, PA
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.