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...
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Life insurance is meant to cover your family—or loved ones—financially in the event of your death....
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First off, we do not sell any insurance whatsoever. While we advise clients on their individual...
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Asset-Liability Matching as a Retirement Income Planning Strategy Note to readers: The following...
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Please enjoy the webinar recording by hitting the play button: I’m Greg Phelps, the...
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Best Credit Cards for Travel Rewards While many people have become fearful of credit cards, they...
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It’s no secret that the end of December is one of the most stressful times of the year for many...
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I’ll start by saying this is by far the most difficult thing I’ve written in my life. The emotions...
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Understanding your Social Security benefit options can be daunting. We are fortunate to have...
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When you hear the term “homestead” an image of 19th century pioneers heading west in a covered...
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Medicare’s Open Enrollment period is from October 15 – December 7, 2017, with...
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Today, June 27th, is #FinHealthMatters Day. Created by the Center for Financial Services...
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