Latest
-
Inherited an IRA? Five Things Every Beneficiary Should Know
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
Inherited IRA -
How to Retire at 50 or 55
Yes, you can retire at 50 or 55. Take these FIRE (Financial Independence, Retire Early) steps now.
-
Five Things I Wish I’d Known Before I Retired
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
-
With Fixed Indexed Annuities, Zero Is Your Hero
Fixed indexed annuities are retirement tools that can offer potential growth as well as principal protection by limiting market risk. Here's how they work.
-
Smart Ways to Manage an Inheritance
inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
inheritance -
Fixed Index Annuities as Retirement Tools: Pros and Cons
With so many fixed index annuity products available, each with its own contract terms and varying rates, it's crucial to invest in an FIA that fits your retirement plan.
-
Estate Planning for Women: Married, Single, Widowed or Divorced
Estate planning for women must account for longer average lifespans, interrupted work lives and other gender differences. It's crucial for their financial and physical health.
-
From Trusts to Taxes: Is Your Estate Plan Ready?
Leaving a legacy can't be left up to chance. You need an estate plan that takes advantage of all the tools available, including possibly an irrevocable trust.
-
Three Key Items to Evaluate When Choosing a 721 Exchange
A REIT's debt levels, interest rate issues and financial performance are important factors when deciding which DST with a 721 exchange exit strategy to invest in.
