Retirement and Taxes: Understanding IRAs
Individual retirement arrangements, or IRAs, provide tax incentives for investments that most employees can use to provide for their financial security in retirement. Accounts can be set up with ...
Travel Tips for the Elderly
One reason people look forward to retirement is because they'll have time to travel. If you've only had enough vacation time for a few long weekends a year before, ...
Student Loans – Your Options
Planning for college for yourself or a child? If you can't pay cash for your education, part of your planning process will be finding loans, but there's more than ...
Succession Planning 101: What Is Your Exit Plan?
What is your exit plan? Business owners should start asking themselves this question on the day they open their doors. But they don't. There are many reasons for this, ...
How To Divide Possessions Among Heirs
We like to imagine that a death brings families together in grief, but that's not always the case. Sometimes, the daughter of the deceased will announce that her mother ...
Defined Benefit Plans: The Standard Pension
Defined benefit plans are retirement plans that are largely funded by employers, with payouts based on a set formula that considers employees' salary, age and tenure with the company. ...
What It Means To Die Intestate
Did a close relative die and not leave a will? You will face some complexities, but you can get through them if you know the rules. How will the ...
Consider These Tips for Early Retirement
Retiring early is a goal for many people. However, according to findings from the Boston College Center for Retirement Research, the average age of retirement has risen to 65.7 ...
What to Do With an Inherited IRA
Have you inherited an IRA following the death of the owner? Are you the spouse of the original owner? Is the account a traditional IRA, Roth IRA, SEP, or ...
Should You Refinance for a Shorter Term?
As interest rates are still at all-time lows, you're probably thinking about refinancing your mortgage. When you refinance for a shorter term, you save on interest and pay off ...
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