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When an IRA or Roth IRA owner dies, the account is passed to the named beneficiary. That beneficiary may be a trust, a person, or possibly even a charitable entity. Tax treatment of distributions depends on who or what inherits the IRA, and what type of IRA it is. ...
Life insurance is meant to cover your family—or loved ones—financially in the event of your death. The fact is what coverage you may have needed at one point in life will likely change as you age. That leaves you with the decision to keep or surrender your life...
First off, we do not sell any insurance whatsoever. While we advise clients on their individual insurance needs, we refer them to outside sources for implementation. That being said, one of the biggest questions our clients face is “do I need long-term care...
ONCE YOU RETIRE, YOU CAN’T EARN IT AGAIN!
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