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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When you hear the term “homestead” an image of 19th century pioneers heading west in a covered...
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As a financial advisor of 20+ years, one of the hardest things I’ve helped anyone deal with...
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Most investors have at least one IRA, or individual retirement account. If you’re not familiar...
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A reader writes in: “I’m a Nevada resident, but I love California, and most of my...
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You’ve worked hard your whole life. You saved as much money as you could afford, when you could...
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Many investors have jumped with both feet into the ETF market. Their fees are generally lower than...
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No doubt by now you’ve heard of the Roth IRA and it’s amazing tax-free benefits. Roth IRA’s truly...
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Investing in the stock market isn’t easy. In fact it’s downright hard! The fact is 99%...
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How to do a backdoor Roth IRA – Whiteboard Wealth #14 I get asked once in a while...
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What is the gift tax and how does the gift tax work? In the course of financial planning for...
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Should I invest in a Roth IRA or regular IRA? Whiteboard Wealth #12 Both the Roth IRA and the...
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