What is not Controlled by a Will?
January 10, 2024
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
Downs Law Firm, P.C.
401(k)
How Should You Review Your Will?
May 5, 2022
Here are some important parts of your estate plan that should be reviewed.
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?
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.
Are My Beneficiary Designations Trouble?
May 27, 2020
Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset if the account owner dies. However, these forms can create confusion, unintended bequests, and family turmoil if not adequately monitored.
Some Estate Planning Steps for 2020
February 3, 2020
This time of the year is a great time to revisit your estate plan so you can ensure your legacy is protected for years to come.
Costly Mistakes with 401(k)s
December 17, 2019
This is a big one. The IRS would love for you to take every penny out of your 401(k) when you change jobs for one very good reason: more tax revenue.
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.’
Starting Conversations about Finances and Wills with Your Parents
August 7, 2019
Parents are often more than happy to offer financial advice to their children. They like to feel needed and want to make sure their children are on solid financial ground. However, it’s important to turn the tables and ask about their financial plans, too.
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.
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