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... by David Edwards | Mar 5, 2015 | Elder Care Advising, Estate Planning
IRA planning can be tricky. In order to make sure you plan as best as you can, you should discuss the following questions with your attorney and other advisors: 1. Will you need the IRA funds during your life? If not, you may want to convert to a Roth or use the... 
by David Edwards | Feb 11, 2015 | Aging Parents, Elder Care Advising
One of the best things about Edwards Group is the fact that so many of our clients become like family, so there is a lot of give and take. They learn things through our email newsletters, along with our extensive website and free workshops, but did you know that our... by David Edwards | Jan 8, 2015 | Elder Care Advising
Reverse mortgages should only be used as a last resort. You know the old saying, “If it seems to good to be true, then it probably is.” Well, it seems that saying could easily apply to the reverse mortgage industry. Because of that, if you are considering...