by David Edwards | Apr 5, 2016 | Elder Care Advising, Estate Planning
One of our clients had a question a while back: Can a retired person keep contributing to an IRA? Take a moment and learn about the logistics of contributing to an IRA after retirement. Can a retired person keep contributing to an IRA? There are many types of... by David Edwards | Apr 15, 2015 | Elder Care Advising, Estate Planning
Here are 6 IRA planning tips you should consider for your family: 1. Help your grandkids with their own IRA Anyone who starts an IRA early, in their teens or 20’s, will see it grow to huge amounts by retirement. But young people often don’t have the funds... by David Edwards | Apr 7, 2015 | Elder Care Advising, Estate Planning
When it comes to your IRA, there are some planning traps you need to look out for… Here are 7 IRA planning problems to consider: 1. Incorrect beneficiaries – This is very basic, but often overlooked. Confirm that the beneficiaries are set up correctly. If... by David Edwards | Mar 17, 2015 | Elder Care Advising, Estate Planning
There are 4 stages in the lifecycle of your IRA, and each one gets progressively more complicated. The last stage is “What happens when I’m gone?” Here is what you need to know about each stage leading up to the last: Before age 59 1/2, you are... by David Edwards | Mar 10, 2015 | Elder Care Advising, Estate Planning
“When is the second best time to pay your taxes?” Many of our clients have retirement accounts, such as an IRA, 401(k) or a 403(b). These accounts take careful planning. Why? Because the accounts typically have never been taxed, and how you plan for them...