What Do You Do With Multiple 401(k) Plans?
Courtesy Dorsey & Company, Inc., New Orleans LIVING WELL Magazine
So far, life has been good to you. The career and family are thriving and your quest for a financially secure retirement has been going strong for decades. […]
Gulf Coast Bank Explains Reverse Mortgages
Courtesy Gulf Coast Bank, New Orleans LIVING WELL Magazine
With the aging of our population, it is easy to see why a reverse mortgage can be utilized to supplement retirement income. […]
How Long Will You Live?
Warning: Your Retirement May Last Longer Than You Expect
Courtesy Lee Johnson Capital Management, CLU, CFP, ChFC, LIVING WELL Magazine
The most important retirement income question is one that no one can answer: How long can you realistically expect to live after you retire? Will that be for 20 years? For 30 or 40? […]
AN INHERITED IRA: Here are some things to consider
By Herb White, CFP, MBA, East Denver LIVING WELL Magazine
Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and regulations affecting the inherited IRA. Ignorance could lead you straight toward a tax disaster.
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TRANSFERRING WEALTH:
NARROW WINDOW, BIG OPPORTUNITY
By Ann Watkins, Attorney at Law, Brock, Clay, Calhoun & Rogers, LLC, North Atlanta LIVING WELL Magazine
Estate tax planning may not be the most stimulating topic of discussion in normal times, but for those of us who plan around estate and gift taxes for a living, recent events have been a veritable roller coaster ride. […]
Who’s Watching Over Your 401(k)?
Michael P. Carroll, CLU, ChFC, CFP®, ANB Bank, Colorado Springs LIVING WELL Magazine
It is popularly accepted that 401(k) plans are and will continue to be the most important savings vehicle for most Americans. […]
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