Tag Archive for: beneficiaries

An Inherited IRA Can Boost Your Finances, But The New Finalized IRS Rules May Mean A Tax Headache

According to new, finalized IRS rules, if you inherited a retirement account in the past several years, it’s likely you’ll have to take distributions and pay taxes on all that money within 10 years. Before the new rule, heirs could “stretch” IRA withdrawals over their lifetime, which reduced yearly taxes.

Ten Steps To Writing A Will

If you've been procrastinating on completing the task of writing your will, here's your chance to cross it off your list. Get started and complete these 10 simple steps. CLICK ON THE HEADLINE FOR MORE

Ten Things To Do With Your Finances Before Year-End

Some important year-end financial tasks.need to be addressed by December 31, and others should be made part of an annual financial review. CLICK ON THE HEADLINE FOR MORE