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SOFA Financial

http://www.sofausa.org/speakers/nick%40maggardelderlaw.com The Society for Financial Awareness (SOFA) is a 501(c)(3) non profit public benefit corporation. I have had the opportunity and privilege to work with SOFA and various prominent companies and organizations...

International Trusts

Imagine never having to worry about a Lawsuit again? Civil litigation has become big business with a legal system that encourages plaintiffs, who risk nothing, to sue anyone who may appear to have the ability to pay. I have received many requests over the years from...

Social Security

One way you can minimize taxes on Social Security is by lowering your other income, especially investment income. But you should be aware that municipal bond interest, which is usually tax free, counts as income for the purpose of calculating the tax on Social...

Estate Planning with IRAs

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....

Procrastination

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...

Equal Distribution to Heirs

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...

Questions about Qualified Money?

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...

Women and Wealth

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...

Politics

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...

Retirement Calculators

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How to Plan for The Future No Matter How Old You Are

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