The Crucial Connection Between Estate Planning and Retirement

By |2024-02-01T10:30:23-06:00February 2nd, 2024|Blog, Estate Planning|

Estate planning and retirement might seem like two separate financial matters, but they are intricately linked, forming the foundation of your financial security and legacy. While retirement planning focuses on ensuring you have enough funds to live comfortably after you stop working, estate planning addresses how your assets will be managed and distributed both [...]

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4 Things To Do When You Inherit an IRA

By |2023-04-13T10:27:25-05:00April 14th, 2023|Blog, Estate Planning, Tips|

What to do with an inherited IRA can seem overwhelming at first, but inheriting an IRA can be a significant financial asset. It's important to understand the options available to you and how to make the most of the money you've inherited. If you've inherited an individual retirement account, there are many planning decisions [...]

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Protecting Your Assets in Retirement

By |2023-01-05T12:42:43-06:00December 16th, 2022|Blog, Estate Planning, Estate Planning|

Protecting your assets in retirement may not be the first thought as you’re getting closer to the next phase of your life. Much of our working lives is focused on saving enough to be comfortable in retirement, not necessarily what happens once we get there. But learning now how to protect your assets in [...]

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Things to Think About When Estate Planning for Retirement

By |2021-12-06T15:57:37-06:00January 14th, 2022|Blog, Estate Planning, Estate Planning, Tips|

Whether you are already retired or you’re thinking about retiring soon, have your estate plan ready to help you protect your financial and retirement goals. There’s a lot of big changes that come with retiring and being prepared with your estate plan will help you move smoothly and freely into this next phase of [...]

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Proposed Tax Law Changes to IRA’s and What They Could Mean For Your Estate Plan

By |2021-10-15T12:18:44-05:00October 15th, 2021|Blog, Estate Planning, Estate Planning, Tax Law, Tips|

Have you seen the headlines about the “Build Back Better Act”? You may need to pay closer attention to your estate planning and retirement accounts in the near future.  Although the bill hasn’t passed yet, the proposed tax law changes could impact your exposure to estate planning taxes and your self-directed IRA investment options.  [...]

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