Retirement Planning, Tax Planning
This checklist covers 32 of the most important planning issues to identify and consider for anyone who is about to retire. It’s structured as follows: Cash Flow Issues Health Insurance Issues Asset & Debt Issues Tax Planning Issues Long-Term Planning Issues Other...
College Planning, Investing, Tax Planning
Investing in a 529 plan can be an effective strategy to save for college. There are, however, some overlooked nuances related to 529 account distributions. And oftentimes, those nuances are not addressed (or even discovered) until after the distribution has occurred...
Building Wealth, Estate Planning, Financial Planning, Investing, Life Events
Clients can experience a variety of wealth events that lead to a financial windfall, including the sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement. An increase in wealth, especially when unexpected, large, and/or sudden,...
Investing, Retirement Planning, Tax Planning
A traditional IRA is a great option for investors looking to save for retirement in a tax-deferred account. However, there are many factors to consider when determining whether you are eligible to make contributions, and whether such contributions will be deductible...