Category: Uncategorized Archives

Many people wonder if converting IRA to Roth after age 60 is a good idea or even possible. The short answer is yes, it's both possible and can be a…

If you are in the process of planning your estate, you may have heard of terms such as wills and trusts. One of the reasons why trusts are increasingly popular…

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…

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…

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…

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),…

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…