Should I Do Estate Planning Now?
December 6, 2021
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Not having an estate plan can create problems for the people you love the most.
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What Should Small Business Owners Know about Estate Planning?
October 29, 2021
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Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
Is a Rollover IRA a Good Idea?
October 28, 2021
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With Covid-triggered changes in the economy and more people taking early retirement or changing jobs, there has been a surge in rollovers from 401(k)s to individual retirement accounts.
What Is the Best Thing to Do with an Inherited IRA?
October 13, 2021
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Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.
Plan Carefully before Taking Out Retirement Funds
September 28, 2021
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If you think saving for retirement is complicated, try figuring out how to withdraw retirement funds while minimizing taxes.
Which Is Better a Traditional IRA or a Roth IRA?
August 18, 2021
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Traditional IRAs have been available to retirement savers who have earned income since 1974. That’s 23 years longer than Roth IRAs (introduced in 1997) have been on the scene. The big difference between these two types of individual retirement savings vehicles is when you pay federal (and possibly state) income tax on your savings.
What to do If Someone Wants to Buy Your Business
June 24, 2021
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You may be running your business for years without any thoughts of selling and then suddenly receive an offer to buy your firm. It could be from a private equity group, a competitor or a key customer or supplier.
Should I Include an Annuity in Estate Planning?
June 16, 2021
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Not all annuities are alike, and some may not be appropriate for you. How much do you know about these investment products?
What Is Benefit of a Roth IRA at the Time of Retirement?
May 28, 2021
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Although the Roth IRA is often touted for the unique combination of benefits it offers to retirement savers, some of its perks often go overlooked. Here are four that you should know about.
What Is a Holistic Estate Plan?
May 20, 2021
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No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
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