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Integrating Retirement Accounts and Estate Planning

Posted on: February 15, 2024
Integrating retirement accounts into your estate plan is vital for preserving your financial legacy. This blog post covers key considerations, such as tax implications, beneficiary designations, and strategies for maximizing benefits. By understanding the role of retirement accounts in estate planning and seeking professional guidance, you can ensure that your assets are distributed according to your wishes and provide lasting benefits for your beneficiaries.
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How Do I Use Donor-Advised Funds?

Posted on: February 9, 2024
This is a great way for people over 70 to both give money to charity and save on taxes. The taxpayer is essentially giving pretax money to a worthy cause, which in effect creates a dollar-for-dollar income tax deduction they’d otherwise not receive.
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What is the Age Cut Off for a Roth IRA?

Posted on: February 1, 2024
If you’re nearing the end of your career, you may be wondering if a Roth IRA is still a wise addition to your portfolio. It is possible to open a Roth IRA later in life and start saving.
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What are the Rules for Inheriting an IRA?

Posted on: January 25, 2024
Know what to expect if you inherit an IRA and how to establish a plan for taking distributions.
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Will My Social Security Benefits Be Affected if I Work?

Posted on: January 18, 2024
Today’s Social Security beneficiaries may move in and out of the workforce before fully retiring. That may trigger a rule called the retirement earnings test, which can temporarily reduce benefits.
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Can I Get My Ex-Spouse's Social Security Benefits?

Posted on: November 22, 2023
If you’re thinking hard about your Social Security claiming strategy, there may be one aspect you've overlooked. If you're divorced, you may be able to receive Social Security benefits based on your ex-spouse’s work record.
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Social Security Scammers Embracing Artificial Intelligence

Posted on: November 9, 2023
AI-driven fraud is on the rise, and that includes Social Security scams. Thieves are using artificial intelligence to get personal information that can be used to access benefits.
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Should You Have a Roth or Traditional 401(k)?

Posted on: October 20, 2023
The 401(k) was built on a simple idea. Set aside money from each paycheck to save for tomorrow and get a tax break today. Many workers now have another option: Save the tax break for tomorrow, too.
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Social Security has a Little Known “Do-Over” Clause

Posted on: September 25, 2023
In order to maximize your Social Security benefit, you first need to understand the four elements that factor into your payout. A little-known Social Security clause can be a silver lining for select baby boomers who regret claiming benefits early.
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