When creating a financial plan, many people wish to leave a legacy for their loved ones. Some individuals choose to name their spouse as the sole beneficiary
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When inheriting a loved one’s retirement assets, estate beneficiaries are often subject to a heavy tax burden. If the estate is subject to both federal estate
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If you recently withdrew money from your retirement account with plans to execute a 60-day rollover but missed your deadline, you may be worried about the
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If you inherit an IRA from a deceased loved one, it is crucial to know the complexities involved. Following the rules to effectively manage the account isn’t
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Increasing healthcare costs is one of the top concerns among Americans today. One option to consider to help pay for these costs is through a Health Savings
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Are you looking for a way to secure a financially stable future for your child? An IRA may be the solution! There is no minimum age for having an IRA and, as
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Many are familiar with the adage, “nothing is certain except death and taxes.” If you are married, a time will come when you or your spouse face a grim reality
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Have a tax refund headed your way? Before splurging on that big-ticket item you’ve had your eye on, consider these quick tips for potential investment in your
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There are many situations in which one may opt to rollover an IRA, such as inheriting an IRA from a spouse or changing employers. Each case comes with its own
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Divorce tends to present a myriad of difficulties as couples navigate their new normal. Oversight while splitting financial assets can result in one or both
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Whether seeking to reduce your taxable income in 2024 or throughout your retirement future—it’s important to identify opportunities to maximize retirement
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Has your retirement plan been reviewed by a trained specialist since the SECURE Act and SECURE 2.0 were signed into law to consider significant tax-saving
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