What Penalties Hurt Retirement Accounts?
“The following are penalties to avoid at all costs when contributing to or withdrawing from retirement accounts.”
Does Potential IRS Change Have an Impact on Estate Plan?
“The IRS is weighing a change that could leave your heirs poorer than you might hope.”
What Is a TOD Beneficiary?
“A person named as a transfer on death (TOD) beneficiary for an account will receive the assets held in it when the account owner dies.”
Do I Need an Estate Plan If I’m 25?
“As soon as you are an adult, you should have an estate plan in place.”
How Do IRAs and 401(k)s Fit into Estate Planning?
“Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.”
What Needs to Be Reviewed in Estate Plan?
“Here are some important parts of your estate plan that should be reviewed.”
How Do I Avoid Probate?
“There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.”
What Shouldn’t Be Put in a Will?
“While the number of older Americans with wills has been dropping in recent years, that doesn’t mean you should forego this legal document.”
What are Penalties When Contributing to or Withdrawing From Retirement Accounts?
“Building and living off a nest egg is tough. However, you can make the situation even more difficult if you run afoul of some key laws governing retirement accounts.”
What You Need to Know about Home Shopping as a Retiree
“A little knowledge helps you overcome key obstacles when buying new digs during your golden years.”
