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Let’s talk traditional IRAs. A traditional IRA, or individual retirement account, is a personal retirement account that offers certain tax benefits. Number one, contributions may be tax deductible. Number two, while your money is inside the IRA, it grows tax-deferred....

Everybody has an estate plan. If you don’t createone, on purpose, through carefully drafted wills,trusts, and other documents, then your state lawswill step in with a plan of its own. These laws, alsocalled intestacy, dictate who will get your assets,how they will get...

Most people have great love for all of their children,and they want them to share equally in their estates.An admirable intent, but “equal” is not the samething as “equitable.” While dozens of examplesexist, a common problem, often mishandled, iswhen a person owns a...

Most retirees will rely on qualified money. It means that besides Social Security, almost everyone is going to have to rely on and efficiently utilize their IRAs, 401(k)s, 403(B)s, etc. When it comes to your IRAs, 401(k)s and other retirement accounts, you probably...

What women should know when planning for retirement. If you haven’t done so already, take a minute and think about what your retirement looks like. What does it feel like? Truly try to picture it. There are several questions you should ask yourself. Thinking about...

Regardless of where you stand when it comes to politics, I think it’s safe to say we all agree that the code is overly complicated. Even with the recent tax reform, it can still be confusing. Think about it, even Albert Einstein, who helped develop thermo-atomic...