When Your Will Isn’t Enough
As retirement approaches, overlooked paperwork and poorly timed property transfers could undo years of financial planning and create unexpected problems for your heirs. […]
Tag: will
Mailbag: I’ve Maxed Out My 401(K)- Where Should I Invest Additional Money?
Join us for a great mailbag episode today! This is your chance to gain valuable insights from the financial questions of our listeners. In today’s show, Chris asks where to invest additional money for retirement since he is already maxing out his 401(k). Tony asks if he needs a will, trust, or both to evenly split two rental properties between his sons after he passes. Tune in to see how Barbara and Phil answer these questions and more. […]
Estate Planning With Special Guests Alex & Adam Agnew
Estate planning can be a commonly overlooked component of retirement planning. It can be an uncomfortable conversation to have with your family, but it can make a huge difference. Alex & Adam Agnew join us on today’s show. We will discuss some of the rules that have changed regarding the stretch IRA, efficient trust strategies, and why it’s important to avoid probate court. […]