Author: Jaclyn Ford-Grella

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…

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…

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…

A rollover IRA is an individual retirement account used to receive retirement money moved from an employer plan (like a 401(k)) into an IRA, so the funds can stay in…

In this blog, we aim to shed light on a vital aspect of estate planning: the residual estate. Understanding the components of an estate following a person’s death is crucial…

When it comes to managing your retirement funds, navigating the various options available can be daunting. Among the most common strategies are IRA transfer vs. rollover. These terms may seem…

Navigating the complexities of retirement accounts can be challenging, especially when it comes to understanding required minimum distributions (RMDs). At Nevada Trust Company, we are committed to helping you manage…

Navigating the financial implications of inheriting an IRA can be complex. An inherited IRA, or beneficiary IRA, is an account that comes into play when an individual inherits IRA assets…

It’s completely possible to have both a Roth IRA and a 401(k) at the same time, and many savers use the pair as a two-engine system for retirement investing. The…

IRA contributions can be tax deductible in 2025, but the deduction mainly depends on three items: the IRA type, your filing status, and whether you or your spouse is covered…