IRAs: The Best Time to Pay Your Taxes

“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...
7 IRA Planning Traps to Consider

7 Questions to Ask In Order to Do Effective IRA 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...
Save Your Family Extra Anguish After You Die: Prepare a Will

Save Your Family Extra Anguish After You Die: Prepare a Will

Tarina, our Client Relationships Coordinator, hears it all the time, “I wish I hadn’t put off planning for so long. I just feel so much better now that we have a plan in place.” Do you want to make things easier on your family?  Or more difficult?  Good planning will...