Five Steps in Planning for Multiple Beneficiaries
Let’s look at a situation where more than one beneficiary is selected for an IRA. When do multiple beneficiaries exist? Multiple beneficiaries exist when an
Back-To-School: Roth IRAs vs. 529 Plans
Back-to-school season is upon us, which serves as a great reminder to consider how you can help your children or grandchildren fund their higher education.
Leaving a Legacy: 3 Differences Between Life Insurance and Roth IRAs
Roth IRAs are always included in your estate. Thanks to the current $13.61 million federal exemption amount — the amount that can pass estate tax-free
Using IRAs to Help Children in 5 Easy Steps
Can children have IRAs? There is no minimum age for having an IRA. Due to the power of compound interest, saving tax-free in an IRA
Five Things to Know About ROTH 401(k)s
Did you know that a recent survey found that over 80% of 401(k) plans now offer employees the option of making Roth 401(k) employee contributions?
Contributing to a Health Savings Account (HSA) in 5 Easy Steps
What is an HSA? An HSA is a tax-advantaged medical savings account that can be used tax-free for qualified medical expenses. HSAs are designed to
Avoiding Non-Spouse Beneficiary Mistakes
How can I avoid making costly mistakes when I inherit an IRA from a person who was not my spouse? Inheriting an IRA can be
