Making withdrawals from retirement accounts can backfire. Funding a retirement account when you are employed should be prioritized. By saving in your retirement accounts, you
Blended families may require more strategic estate planning. Many men and women in the United States get married, divorced or widowed, and remarried. As a
Mistakes in planning for retirement can lead to unnecessary and avoidable stress. Planning for retirement starts early. If you started saving at the beginning of
Estate planning involves checking items off your to-do list. To-do lists are helpful in a variety of circumstances. They provide a visual representation of what
Each quarter of the calendar year provides opportunities for estate planning. Businesses often divide their fiscal calendars into quarters. There are often benchmarks and checkups
Inherited IRAs are subject to comprehensive federal rules. An important part of retirement planning is saving money in a traditional IRA or 401(k). These tools
The cost to young families without an estate plan is high. Young families are busy. Understatement. Diaper changing, potting training, doctor visits, meal times, and
You can save on taxes with qualified charitable distributions. Few people look forward to any portion of their income ending up in the hands of
All adult Americans need an estate plan. Age 18 is an important year. In many states, this is the age when you can first vote,
People of all ages have retirement questions. At least they should. Regardless, most people think about retirement at some point throughout their careers. Some envision
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