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Six Stages of Life When You Need Life Insurance

There are generally three prime reasons why a person gets life insurance: 1) pay final expenses (burial and funeral, medical expenses, etc.); 2) provide retirement income for themselves; and 3) pass on wealth to loved ones after they pass away.  Additionally, life...

Why You Should Name a Stand-Alone Retirement Trust as Beneficiary

It is critical that you name the correct beneficiary for your tax-deferred retirement accounts.  Deferring taxes allows your retirement account balance to grow, decreases the income taxes you have to pay, and helps your account’s “life” stretch out...

How to Defer Income Tax on Your Retirement Plan

Deferring Income Tax Within the Internal Revenue Code, some of the laws that most benefit you and I are those the allow the beneficiaries (you and I) of qualified retirement plans (think IRAs, etc.) to defer our income tax liability until the beneficiary withdraws...