Lee goes over how to stretch your IRA, making it last longer than your lifetime, passing on your wealth to your kids. This is a huge deal, being able to grow in a tax free environment. It’s a protected environment, meaning they can’t lose it in a
When there was a death in the family, I used to tell my estate planning clients not to worry. I told them to take the time they needed to mourn. I could do this because an estate planning trust bought them additional time. Unfortunately, now a death
When there was a death in the family, I used to tell my estate planning clients not to worry. I told them to take the time they needed to mourn. I could do this because an estate planning trust bought them additional time. Unfortunately, now a death is nothing but an opportunity for identity thieves.
Should you get an IRA? OF COURSE! But which one should you get is the question? The never ending debate has always been between a standard IRA and a Roth IRA. With a Roth IRA, the money you put in gets taxed when you put it in. When you put money in a standard IRA, […]
