Category: Uncategorized Archives

When planning for your financial future, what should be included in a financial plan to protect assets is an important consideration. A solid financial plan is more than just about…

When planning for retirement, understanding the tax rate on IRA withdrawal is important. Individual Retirement Accounts (IRAs) are a great way to save for the future, which comes with tax…

For individuals looking to support charitable causes in retirement, certain giving strategies offer both philanthropic impact and financial advantages. One such option is the IRA qualified charitable distribution (QCD), which…

When it comes to estate planning, a generation-skipping trust (GST) can be a valuable tool. It makes it possible to pass wealth directly to younger generations, typically your grandchildren, skipping…

If you are setting up or managing a trust, you may ask: Do trust funds gain interest? The answer depends on how the assets are structured and invested. Trust funds…

Setting up a trust without involving your spouse is a common question for individuals planning their estates. Can I set up a trust without my spouse? While it is possible…

If you've received an inherited IRA, a common question is: Can you rollover an inherited IRA into your own account? Inheriting an IRA can offer financial advantages, but the rules…

Trust distributions are a common method for transferring assets from a trust to its beneficiaries. One of the most frequent questions that arises during this process is: Are trust distributions…

Individual Retirement Accounts (IRAs) are a great way to save for the future, but one important question often arises: are IRA accounts protected from lawsuits? Legal protections for retirement accounts…

Inheriting an Individual Retirement Account (IRA) comes with a host of rules that can be challenging to navigate. One of the most important is the inherited IRA 10-year rule, introduced…