Mistakes with Beneficiary Designations?
August 11, 2022
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
Downs Law Firm, P.C.
Retirement Plans
What Happens If You Die with No Will?
April 14, 2022
It’s hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family’s leadership role and manage the family’s transition of wealth.
Earning Limits for Social Security?
March 16, 2022
Knowing when to retire and when to begin claiming benefits comes down to understanding yourself — and your finances.
What Assets are in an Estate?
January 27, 2022
This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
Should I Delay Filing for Social Security?
October 26, 2021
In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.
Your Life Insurance or IRA has No Beneficiary?
September 16, 2021
If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?
What are the Advantages of a Testamentary Trust?
August 18, 2021
This legal document can also be beneficial in many situations, such as if you want to leave an inheritance to someone but aren’t sure they will use the gift wisely.
Reduce the Stress of Asset Transfers?
July 15, 2021
Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.
How Does an Inherited IRA or 401(k) Work?
May 5, 2021
So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
My Estate is Beneficiary of My IRA
March 30, 2021
When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?
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