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Estate Planning

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  1. What Every Investor Needs to Know About Basis

    Headlines

    Wed, 25 Mar 2015

    one. Know Your Options How does this play out in estate planning ? Let's say the six-year bull market has left ..... careers, and life transitions. She is the author of Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented

  2. When Should You Take Social Security?

    Headlines

    Sun, 22 Mar 2015

    and to allow for better planning on the sale of an inherited property," the commenter said. For Kalamazookid , estate planning played a role in the decision to start taking benefits early. "I left the work office at age 57 due to a merger

  3. IRA Contribution Tips and Traps

    Video Reports

    Tue, 17 Mar 2015

    beneficiary, and that they are the right people. Naming a beneficiary in your will--a lot of people think that they do estate planning , they go to a lawyer, and they think it's covered in the will. It could be, but that would be a mistake. The

    Estate Planning found at 9:41

    a beneficiary in your will--a lot of people think that they do estate planning , they go to a lawyer, and they think it's covered in the will. It could be, but that would be a mistake.
  4. A Checklist for IRA Rollovers

    Headlines

    Sun, 15 Mar 2015

    Professional Help Finally, employees are strongly advised to get professional help to complete the rollover--either an estate planning attorney, accountant, or financial planner should oversee the process. This should add professional expertise to

  5. Estate Planning books

    Commentary

    Sat, 14 Mar 2015

    Hello Can anyone recommend some good book on estate planning , please? I need to start the process. Many thanks! Eng

  6. President Obama’s 2016 Budget Proposal

    Headlines

    Thu, 12 Mar 2015

    This proposal contains many similarities to previous years, with a few new items that will affect retirement and estate planning strategies. And like prior years, its revenue proposals – in their entirety – have very little chance of becoming

  7. Trust (Living Revocable Trust)

    Commentary

    Tue, 3 Mar 2015

    I attended a forum last week on estate planning . A trust in particular a living revocable trust seems much stronger ..... attorney and setting up a trust. Need Morningstar pros/cons on trust/ estate planning

  8. All Things (and Tax Rates) Being Equal, Is a Roth Better?

    Headlines

    Tue, 3 Mar 2015

    401(k) do. This allows more of your money to grow tax-free longer and also helps your heirs when it comes to estate planning . Also, Roth IRA contributions (though not earnings) can be taken out of the account at any time and for any reason

  9. 5 Best Practices for Limiting Your Tax Burden in Retirement

    Video Reports

    Fri, 27 Feb 2015

    moving part, of course, is estate planning , which is also an important ..... I think if you've got an estate - planning advisor, that person can really ..... all make sense. And that [ estate - planning advisor can also help you answer

    Estate Planning found at 6:23

    throughout your retirement years. Stipp: Another big moving part, of course, is estate planning , which is also an important tax consideration at this time. Benz: And it's an important place to get help. I think if you've got an estate - planning advisor, that person can really help you make sure that you have your beneficiary designations--that those all make sense. And that [ estate - planning advisor can also help you answer the question], "Of these various pools of assets, which are going to be the most attractive
  10. The Tax Break That Doesn't Die With You

    Headlines

    Fri, 27 Feb 2015

    in 2013 could eventually make estate planning much simpler for the 99 ..... it's a good idea to amend your estate - planning documents--for example ..... transitions. She is the author of Estate Planning Smarts: A Practical, User-Friendly

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