Business Trusts: A Quick And Simple Guide
When you hear the term business trust, what comes to mind? If you're unsure, you're not alone. Many people know about trusts in personal estate planning, but might not realize…
Month: July 2024
Average Retirement Savings By Age: Are You On Track?
When we talk about preparing for the future, saving for retirement is a topic that often comes with a mix of concern and confusion. How much should you have saved…
What Is The Death Tax And How Can You Plan For It?
The term "death tax" often evokes a strong response among those planning their estates, as it pertains to the taxes levied on an individual's estate upon their death. This tax…
What Is Legacy Planning And Why You Need To Start Today
Legacy planning is a thoughtful and structured approach to managing your financial and personal affairs to ensure your assets are distributed according to your wishes after your passing. Unlike simple…
What Is A Spousal IRA And How Does It Work For Couples?
In retirement planning, ensuring both partners in a marriage can build enough retirement savings is crucial, even if one spouse does not have an income. A spousal Individual Retirement Account…
Rollover IRA: What It Is And How It Works
In the realm of retirement planning, understanding the various tools and accounts available to manage your savings effectively is crucial. One such tool is the rollover Individual Retirement Account (IRA),…
