It's been a rough year for investors with declining markets across the globe. However, not everything is all bad. Investors with a long-term view can now better take advantage of Roth conversions in order to increase their tax-free retirement income or try to maximize their estates.
Evan Shorten and Elean Mendoza discuss the impacts of the SECURE Act and its most recent rule change on your IRA and IRA beneficiaries.
You have gone through the arduous process of visiting colleges, buying bedding, and making the first tuition payment. But, before you get in the car to drop off your child at college, there is still one more task that needs to be completed – Estate documents.
On December 20, 2019, President Trump signed a $1.4 trillion spending package that included the SECURE Act, short for Setting Every Community Up for Retirement Enhancement. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade.
The probate process can be long and costly, taking months and sometimes years to resolve. If the size and complexity of your estate warrants exploring alternatives to probate, you may want to consider one or more of the following strategies. Click the image to continue reading.
There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital. Even if you are young or your estate is modest, you should always have a legally valid and up-to-date will.