What did Heath Ledger, Marilyn Monroe, and John Wayne have in common? They all had lousy Wills. Because of this, their deaths left not just emotional turmoil for their friends and families, but also financial uncertainty.
As with most things in life, it’s never too early to plan. And even if you are not at the doorstep of retirement, there are some critical dos and don’ts related to retirement planning, that anyone could benefit from.
In Part 1 of this series, we covered three options individuals have for their retirement plan benefits when they leave an employer. Here are three more options, and some closing words of wisdom when considering which choice is best for you.
At some point in their lives, most workers will find themselves facing several options relating to retirement benefits when they leave an employer. They need to be as adequately informed as possible in order to make the best choices.
Thanks to April 15 falling on a Sunday, coupled with a holiday the following day, the filing deadline is pushed back to April 17, 2012 for 2011 federal income tax returns. Here are five things you should address between now and then.
Those who are raising their children and also taking care of their parents are likely to have their own retirement plans, and to be the beneficiaries of their parent’s assets. Here is what they need to know about both sides of the equation.
If you don't need all the funds currently in your IRA you might want to “stretch” them. This refers to the process of extending the term of your IRA over multiple lifetimes through the use of sound estate planning techniques.
If you’re over 50 years old, there’s a good chance you’re serving as a caregiver for someone else who’s over 50. As a caregiver, you may be facing the challenge of managing your loved one’s finances. Here are some practical tips to help you do it well.
Whether it’s your only resolution or just one of a few, sticking to your new year’s tax resolutions throughout the whole year is the trick to being successful. Following your financial resolutions can make tax time far easier next year.
While many of the rules applicable to retirement plans are easy to remember, there are some important ones that are not always at the forefront of your thought process, and may impact your financial well-being. Part 2 of a 2-part series.
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