A will or a trust can help protect the loved ones you leave behind. But don’t neglect another crucial estate-planning task: naming beneficiaries for your various investment and bank
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Widows often need personalized, objective financial advice. We want to help them get it.
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August 27, 2020
Eric J. Reinhold
Tax laws complicate the choice of which assets to draw from first. Here's what you need to know.
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Unless the Lord returns first, the odds are 100% that each of us will die. When the time comes, will your financial house be in order?
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A new law has curtailed the stretch IRA, but with the right beneficiary designations and the right conversations, an inherited IRA can still stretch pretty far.
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Here's an overview of recent changes affecting required minimum distributions (RMDs), IRA contributions, inherited retirement accounts, and retirement-account investment options.
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Shoppers aren't the only ones hustling and bustling as Christmas approaches.
The U.S. Congress speeded up its typically glacial activity and approved the SECURE Act last week, serving it up just in time for the Christmas
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MoneyGuidePro®— the planning software available to SMI Premium-level members — is now even better. MGP's new MyBlocks system offers a simpler "onboarding" process for first-time users plus helpful new features for existing
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It's wise to have a will, but there’s other information your executor and heirs would benefit from knowing. That's where a "letter of instruction" comes in. Think of it as an overview of your estate plan that covers areas
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Being single puts the responsibility of preparing for your later years squarely on your shoulders, especially if you don’t have adult children. So you need to have a plan.
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