What is the Average American Saving for Retirement?
November 5, 2019
What is the size of the average retirement nest egg? It depends on what you mean by ‘average.’
Downs Law Firm, P.C.
Retirement Plans
Ignoring Beneficiary Designations Is a Risky Business
October 7, 2019
We are programmed to contribute the “max” to our retirement accounts, but we disregard, or do not understand, the pitfalls of improperly filled-out beneficiary forms.
Do It Yourself Estate Planning Can Lead to Bad Outcomes
October 6, 2019
Thanks to the Internet, everyone has the ability to draft wills, trusts, and a variety of other legal documents. Many documents can be produced for less than $100, requiring only a few mouse clicks and filled-in blanks.
Relocating When You Retire? What You Need to Know
September 4, 2019
One of the great things about being retired is that you no longer have a job tethering you to a particular location. You have the freedom to move. However, just because you can pick up and go, doesn’t mean it’s a good idea to go just anywhere.
When You Might Want to Take Social Security Early
August 22, 2019
Although it’s common to point out why it might make sense to delay taking Social Security benefits, there are legitimate reasons for some people to claim their benefits sooner rather than later.
Why the Secure Act May Make Your Retirement Less Secure
August 8, 2019
The Secure Act would upend 20 years of retirement planning and stick it to the middle class.
Stretch IRA May be Disappearing Soon
July 10, 2019
If Congress gets its way, you’re going to lose the opportunity to help your children build wealth, and at the same time, they could end up in higher tax brackets for years.
Retirement Minimum Distribution (RMDs) Fundamentals
July 8, 2019
Once your money is in a retirement account, it’s there until you’re ready to use it, right? Not exactly.
Your Last Will and Testament Isn’t the End of Your Estate Planning
June 17, 2019
Your estate plan isn’t finished just because your attorney has drawn up a will. Proper asset titling is the next step.
What is a Transfer on Death Account?
May 22, 2019
Transfer on death (TOD) accounts (also known as Totten trusts, in-trust-for accounts and payable-on-death accounts) allow spouses to pass small estates in a simple, convenient way.
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