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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...

Pensions

  Imagine that babies being born today may just not live to 100 years old or even 125 years old. Imagine if they were to live to 142 years old.  But let’s look at you folks. If you’re a male age 65 today, you have a 50% chance of living to at least 85 and a 30%...

Taxes in Retirement

As you know, one of the most important parts of your retirement planning is Taxes!

Estate Planning Webinar — Wednesday, August 26 at 2:00 p.m.

Are your hard-earned assets protected? WITHOUT A PLAN, THE ANSWER IS NO! Discover how you can avoid the costly probate process and estate taxes How to ensure that your family maintains control of your assets, NOT the courts!​​ Why every homeowner should consider a...

When you die, what happens to debt?

Have you ever wondered what happens to your debt when you die? The question of what happens to debt when someone dies often is asked too late. If a loved one has just passed away, there is no time left to change beneficiary designations or revise estate planning...

Retirement Calculators

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

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