As a retirement account owner, you’ve probably been warned about the 10% early distribution penalty that applies to taxable distributions made before age 59½. But did you know that if for some reason you need to access your money early, there are exceptions to this rule?

Expenses such as medical bills, buying your first home, and higher education may qualify as exceptions and ...

This Checklist covers 18 of the most important planning issues to identify and consider before updating their estate plan. It’s structured as follows:

Beneficiary & Fiduciary Issues
Assets & Property Related Issues
Minors & Children Related Issues
Other Issues

Questions?  Give us a call at (877) 714-2362 to schedule a time for a ...

For some people, leaving a legacy is as simple as naming their spouse as their sole beneficiary, but for many, there is a list of loved ones they want to include. Beneficiary planning can be tricky, and if you’re planning to leave your assets to more than one person, you need to ensure that you’re setting everything up correctly so that your heirs can avoid paying unnecessary ...