Posts tagged with "retirement accounts"



Estate Planning · January 31, 2020
The changes ushered in by the SECURE Act have dramatic implications for both your retirement and estate planning strategies—and not all of them are positive. Here are three of the SECURE Act’s biggest changes and how they stand to affect your retirement account both during your lifetime and after your death.
Estate Planning · December 27, 2019
It is important to act as soon as possible and implement these four-year end—and other—year-end tax-saving strategies to lock in your savings and save your family thousands of dollars on your 2019 tax bill. Grabbing these opportunities before they vanish for good helps you get closer to your financial goals. Here are some tax-saving strategies should you consider at the end of 2019.
Estate Planning · March 20, 2019
Sending your children off to college can be expensive, and financial aid plays a big role. If planned strategically, you can help save funds for college without increasing your expected family contribution or reducing your child’s financial aid eligibility. Here are some common assets that can affect your child’s financial aid eligibility, that you might not have considered.