Insights

Explore the latest financial information in our articles and podcasts.

A lot of the discussion surrounding retirement planning focuses on how to build your nest egg. While it is certainly important to create a long-term financial plan spanning multiple decades, we believe there also needs to be a conversation with regards to safeguarding your nest egg once you do reach retirement.
Establishing the appropriate trust is an integral part of any estate plan. Having the appropriate trust in place can provide the advantages of avoiding probate and unexpected tax consequences while possibly helping to reduce the size of your overall estate. In addition, establishing a trust allows for your intended wishes to be followed in caring for your heirs.
Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the 6 financial risks of retirement. A lot of the discussion surrounding retirement planning focuses on how to build your retirement nest egg. While it is certainly important to properly plan for the long-term while creating your nest egg, we also believe there needs to be a discussion with regards to safeguarding your nest egg once you reach retirement. Enjoy!
Clients often ask their advisors for input as to who should be designated as the beneficiary to their IRA. This is a great question, given the various tax implications that IRA beneficiaries have on a client’s estate plan. In order to understand a beneficiary’s tax implication we must first review the following benefits that IRAs provide.