Quiz: Do You Know These Social Security Facts?Test your knowledge on Social Security claiming strategies, spousal benefits and estate implications.The Social Security Act has established numerous programs that provide supplemental income for insured individuals and their families in the event of …
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The Seven Cases to do a Roth Conversion
The Seven Cases to do a Roth ConversionShould your clients convert some of their traditional tax-deferred money (e.g. IRA or 401K) to an after-tax Roth account? Though I’m not related to the late, eponymous Senator William Roth, I spend a significant amount of time with my clients looking at this …
12 Different Times When You Should Update Your Will
12 Different Times When You Should Update Your WillSome situations where you may need to change your will should be obvious to most people. But others just may surprise you.I can’t tell you how often I meet with clients who tell me they have been meaning to update their wills for years but never got …
A Step-by-Step Guide to Being an Estate Executor
A Step-by-Step Guide to Being an Estate ExecutorWhether you’re planning ahead for your own heirs or have been asked to serve as an executor of an estate for someone else, it pays to understand what the role requires.Whether you’re planning ahead for your own heirs or have been asked to serve as …
Now’s the Time for Estate Tax Planning
Now’s the Time for Estate Tax PlanningThere's a wealth of opportunity with IRS interest rates at an all-time low and the federal estate and gift tax exemption at an historic high.Two factors make this year an opportune time to consider succession and wealth planning. First, the federal estate and …