As we enter the holiday season, many are in the spirit of giving, and if you are over age 70 ½, there is an excellent opportunity to make a charitable
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Knowing your loved ones have financial support upon your passing helps provide peace of mind. With this in mind, many people use life insurance policies and/or
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While it might seem surprising, there are situations where a beneficiary may decide to decline an inheritance. Whether due to potential tax implications, the
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Designating a nonprofit organization or charity as a beneficiary of your assets is admirable. However, although their tax-exempt status makes IRAs ideal for
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When creating a financial plan, many people wish to leave a legacy for their loved ones. Whether naming a spouse as your sole beneficiary or dividing your
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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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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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Divorce is a challenging and often emotional process, but navigating the division of financial assets can be one of the most complex aspects. Oversight while
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Life changes in the blink of an eye. Events like marriage, divorce, the birth of a child, or the passing of a loved one often leave us overcome with emotions
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For many nearing retirement, the excitement of entering the golden years can be overshadowed by fear. With record-breaking inflation rates, coupled with market
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Improving one’s financial health is often somewhere on the list of New Year’s
resolutions, as many look toward 2025 with hopes of starting fresh. As you
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When the time comes for your beneficiaries to receive your IRA assets, are you confident they will use their inheritance in the way you’d want them to?
There
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