Party of 4 – Estate Planning Basics to Celebrate
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
In late June, the IRS announced RMDs would be able to be reversed from any account requiring them through August 31st. Since the IRS is allowing this, it presents a potential tax planning opportunity.
One of the significant changes in the tax reform bill signed by Governor Reynolds on March 1, is the eventual elimination of federal tax deductibility for determining taxable income. Iowa was one of the few remaining states that allowed taxpayers to deduct federal taxes to determine their state income taxes.
It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.
Stories like this spread and inspire others to be generous.
Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?
For most of us, it’s that time of the year when we make benefits elections for next year. These are important decisions.
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
Currently, a single solution to preserve or pass on ownership of digital assets doesn’t exist. This is where it becomes important to think about all of your digital assets and develop a plan for each. Here’s how to go about it.