How to Support Charitable Goals Through Bequests and Donations
There are tax breaks to be had while you are living and those that can benefit your heirs after you have passed. Knowing which ones w... Read More »
Tag Archives: Retirement Planning
Tags: Charitable Giving, IRAs, Partial Payout, Planning for the Future, Retirement Planning
No Comments
Key Question for Estate Planners: Will I Outlive My Money?
One of the most commonly-asked question to estate planning attorneys is “How much money do I need to retire?” The two questions underlyin... Read More »
Retirement Savings Options for Self-Employed
Unlike people who work for an employer and can set automatic deductions for their IRA accounts, self-employed people need to set up and contr... Read More »
Tags: Asset Protection, Estate Planning, Estate Planning Lawyer, IRA, Planning for the Future, Retirement Planning, Roth IRA, SEP-IRA, Tax Planning
No Comments