No Picture
Articles

Stretch out your IRA – Barlow Capital Advisors – LIVING WELL Magazine

Stretch Out Your IRA
Courtesy Dan and R. Brennan Barlow, Barlow Capital Advisors, Denton LIVING WELL Magazine
After years of saving, you’ve accumulated significant wealth in your individual retirement accounts (IRA). So, what do you do next? You may want to think about extending the life of your IRA by stretching out its tax deferral over your life and the lives of your children and grandchildren. […]

No Picture
Articles

Hills Bank Trust and Wealth Management Group asks "Who's managing the risks in your retirement?" – LIVING WELL Magazine

WHO’S MANAGING THE RISKS IN YOUR RETIREMENT?

By Jeff Ritchie, Trust Officer, Hills Bank Trust and Wealth Management Group, Linn County LIVING WELL Magazine
Are you thinking about retiring? Perhaps you are already there. Either way, it is important for you to consider the various risks that can impact your retirement portfolio. By understanding the risks, you can take affirmative steps to ensure your retirement stays on track. […]

No Picture
Articles

Dorsey & Company on what you need to know about beneficiary designations – LIVING WELL Magazine

What You Need to Know About Beneficiary Designations

Courtesy Dorsey & Company, Inc., New Orleans LIVING WELL Magazine
When you think about estate planning, the first thing that may come to mind is your will or living trust. However, while these are valuable documents, they do not have any effect on the distribution of many of your important assets. […]