The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
Establishing an LLC creates a separate legal entity to help shield a business owner’s personal assets from lawsuits brought against the firm by customers or employees.
How Long Will Your Funds Last?
Estimate the future value of your current savings.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much life insurance would you need to produce a sufficient income stream for your family?