Author: Jaclyn Ford-Grella

Inheriting an IRA can be a financial blessing, but it also comes with some tough questions, especially when it comes to taxes on inherited IRAs. While an IRA is a…

As cryptocurrency continues to grow in popularity, many investors are looking for ways to include it in their retirement plans. If you’re wondering how to invest in crypto while taking…

When planning for retirement, figuring out how much money you can spend each year without running out can be tricky. This is where the 4% retirement rule comes into play.…

Grantor trusts are estate planning instruments that offer a lot more flexibility than the standard instruments of estate planning such as wills. In general, trusts make it possible for you…

Trusts are legal instruments that help individuals manage their assets while at the same time providing an efficient way to distribute these assets to beneficiaries upon the grantor’s demise. Trusts…

Planning your retirement is something every American should take seriously. With life expectancy getting longer and longer thanks to advances in medicine and nutrition, you can expect to live significantly…

Contributing to a Roth IRA is a smart way to save for retirement while enjoying tax benefits. For the year 2024, understanding the Roth IRA contribution limits 2024 and income…

Many Americans dream of owning a home. But homes are expensive and for most people, financing is the most reasonable way of getting their own homes. This is where deeds…

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…