Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements are designed a business against the death of a principal or key employee.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
A change in your mindset during retirement may drive changes to your portfolio.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
It's important to understand how inflation is reported and how it can affect investments.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Recent changes in estate tax laws could affect the strategy you have in place.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: right now.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Three things to consider before dipping into retirement savings to pay for college.
$1 million in a diversified portfolio could help finance part of your retirement.