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Estate Planning

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  1. Keep More Retirement Income

    Headlines

    Thu, 22 Jan 2015

    a federal tax liability as long as you meet the qualifying criteria.1 Moreover, Roth accounts can be effective estate - planning vehicles, because currently any heirs who inherit them generally won’t owe federal income taxes on their distributions

  2. Three Value Ideas for Nervous Investors

    Headlines

    Tue, 20 Jan 2015

    believe it may hold value. “There could be a catalyst for change as the family that owns Samsung handles some estate planning issues, and Korea’s business climate changes,” says Gavin. “At the same time, parts of the business

  3. Your 2015 Financial Calendar

    Headlines

    Thu, 15 Jan 2015

    pleasant, which is probably why estate planning falls by the wayside in so many ..... households. Others may assume that estate planning is unnecessary for them, given ..... levels. Do-it-yourself estate - planning kits are increasingly easy to

  4. A Tricky Choice: Who Gets Your IRA?

    Video Reports

    Tue, 16 Dec 2014

    advice after you have passed. Slott: Definitely. You need somebody who has specialized knowledge. Even an average estate - planning attorney might not be familiar with the specialized nuances of naming a trust as an IRA beneficiary. IRAs are different

    Estate Planning found at 8:31

    Slott: Definitely. You need somebody who has specialized knowledge. Even an average estate - planning attorney might not be familiar with the specialized nuances of naming a trust as an IRA beneficiary. IRAs are different from all
  5. Inherited an IRA? Don't Fall Into the Tax Trap

    Video Reports

    Sun, 14 Dec 2014

    IRA inheritors should touch nothing until they understand the tax consequences, which can be irrevocable, says IRA expert Ed Slott.

  6. Aging Parents' Finances: The Time to Talk Is Now

    Video Reports

    Sat, 15 Nov 2014

    Families need to 'play offense' when discussing the finances and health care of aging parents, says Fidelity's John Sweeney.

  7. From Barron’s, November 10, 2014 (Part 2)

    Commentary

    Sat, 8 Nov 2014

    Single or joint?]; high-deductible health plans and HSA; additional concierge medical plans; life insurance for estate planning Pg 37: Nasdaq Comp 5,049 + in 12-18 months? Surpassing that 3/10/00 record is plausible and is only 9

  8. Income Tax Planning For Large Estates

    Headlines

    Tue, 4 Nov 2014

    scoring change has occurred in the estate planning field, but many people keep ..... going to the couple’s heirs. Estate planning for families with less than $10 ..... being used has changed. The New Estate Planning Plays Empowering Your Plan’s

  9. Simplifying Your Portfolio for Your Spouse

    Video Reports

    Mon, 13 Oct 2014

    2014 5 Keys to Retirement Investing special report. Jason Stipp: I'm Jason Stipp for Morningstar. A big part of estate planning is thinking about your investment portfolio and how that portfolio may need to transition to your spouse. Joining

    Estate Planning found at 0:05

    report. Jason Stipp: I'm Jason Stipp for Morningstar. A big part of estate planning is thinking about your investment portfolio and how that portfolio may need to transition to your spouse. Joining me with some tips
  10. What You Need to Know About Estate Planning Today

    Video Reports

    Fri, 10 Oct 2014

    week. Joining me to discuss the topic of estate planning and essential estate - planning documents is Deborah Jacobs. She is an estate - planning expert. Deborah, thank you so much for

    Estate Planning found at 0:10, 4:49, 7:59

    Keys to Retirement Investing week. Joining me to discuss the topic of estate planning and essential estate - planning documents is Deborah Jacobs. She is an estate - planning expert. Deborah, thank you so much for being here. Deborah Jacobs: I'm happy to be here. Thank you for having me. Benz: We are focusing on retirement planning all this week, and we'd like to look at estate planning . What essential documents should every pre-retiree and retiree be thinking of as they are setting the groundwork for their estate plans? Jacobs: Many people, when they think about estate planning , think it's a way of giving away their stuff, dealing with things that happen after they die. But the first chapter of my book, Estate Planning Smarts, has absolutely nothing to do with giving away your stuff. It involves planning for later stages of life, including events that
    That's very important. Although many people do not consider beneficiary designations as estate - planning documents, they for sure are. And a common misunderstanding is that retirement assets, for example, pass under a will or a living
    the other documents? Increasingly, there are services that offer to create an estate planning for you--to draft these powers-of-attorney documents, for example. Is that advisable? You certainly could save by doing that, and I think that's the big attraction. Are there drawbacks? And what should people know before they go to one of these [do-it-yourself] estate - planning kits? Jacobs: I like to collect stories of people who got burned this way because I think it's the best way to
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