Blog

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

Financial Planning’s article, “When you should establish an IRA as a trust,” advises that the answer depends on several factors, like the amount of control

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

Stock Investor’s recent article, “6 Retirement Estate Planning Criteria You Must Address,” says every retiree’s investment objective should address these six criteria: Minimum required yield.

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

“For now, trimming your tax tab is up to you, not the men and women in Washington who write the tax law.”

"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

“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

“If your IRA holds an annuity, you may or may not have to include its value when figuring your required minimum distribution.”

“Save early and often. The sooner you start to save, the easier it will be to amass a comfortable nest egg -- thanks to the

“Life insurance can pass to your heirs free of tax, if you name the right beneficiary.”

“They may not make sense once you're past the target date.”