How to Avoid Common IRA Mistakes
March 14, 2023
Millions of Americans use both traditional and Roth IRAs to save for retirement. However, that doesn’t mean they all have a full understanding of how IRAs work.
Millions of Americans use both traditional and Roth IRAs to save for retirement. However, that doesn’t mean they all have a full understanding of how IRAs work.
As the calendar turned to 2023, many of us took a moment to think about resolutions. I want to lose 10 pounds. I want to read things that aren’t just about work. I want to learn how to play pickleball. Or maybe this year I’ll give a relationship another shot. Maybe I’ll even remarry.
The SECURE 2.0 Act, which was signed into law in December 2022, changes the RMD rules for retirement savers beginning in 2023.
Priscilla Presley has filed legal documents disputing who oversees the estate of her late daughter Lisa Marie Presley.
An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place.
While thinking about legacy planning can be unpleasant because it involves discussions about incapacity or mortality, it’s an important aspect of good financial planning that shouldn’t be ignored.
There is so much information on the Internet, in “do it yourself” books, and articles about the benefits of having a Revocable Living Trust instead of a Will. All that information can lead to more confusion. My goal is to give you some basic nuggets that can help you make
With a revocable trust, you are typically both the founder and the trustee. This means that you both create the trust and manage its assets and operations.
Estate planning isn’t just for wealthy individuals with large assets; it’s essential for everyone.
When beneficiaries receive a payout from a life insurance policy, they typically don’t have to pay taxes. However, there are a few situations where a portion of the life insurance benefit is taxable to the beneficiary.
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028