An Estate Planning Checklist
September 25, 2017 -‘Estate planning’ evokes complexity and high costs. What you need to know to get it done.
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‘Estate planning’ evokes complexity and high costs. What you need to know to get it done.
These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.
Where you go for required minimum distributions will usually have a bigger impact than when you go.
The withdrawal rate from a portfolio can make or break a retirement plan.
Tips on withdrawal sequencing, maximizing your deductions, and more
A combination of incremental, not revolutionary, changes can help bridge the gap.
Americans need better access to retirement plans, help with the drawdown phase.
How one partner’s longer life expectancy affects withdrawal rates, asset allocation, Social Security, and more
When properly drafted, grantor trusts can be a powerful tool for estate planning and wealth transfer.
Implementing the right systems can help keep valuable financial records safe, accessible, and organized.
From contributions to conversions to distributions, do not fall into these traps
Proper accounting of cost basis is essential to avoid paying more taxes than you need to.
There are cases where owning life insurance in retirement makes sense
Evaluate your situation before dipping into IRA assets from a deceased loved one.
De-risking is the top priority for retirees, while early accumulators can focus more on return enhancement.
The most critical factor in maintaining a vacation home is intrafamily dynamics.
The true answer to most questions is, "it depends"
Understanding government assistance available to special-needs family members, the role of ABLE accounts, and retirement plans that involve the whole family.
Failing to understand these rules can force investors to pay more in taxes than they expected to.
