A common misconception is that only wealthy families and people in high-risk professions need to have an asset protection plan. But in reality, anyone can be sued. A car accident, foreclosure, unpaid medical
For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. There is no question that doing so can be a powerful way to
There have been some significant legal changes recently that may impact how you can maximize your retirement and tax planning. Last year, Congress integrated the Setting Every Community Up for Retirement Enhancement
On January 1, 2020, the most impactful retirement account legislation in decades became law. The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) will have a positive impact for many older
Twenty years ago, the Roth IRA became available to investors as a financial tool for their estate planning needs. These accounts have maintained their popularity because unlike their traditional IRA counterpart, a Roth
Over the past ten years, Individual Retirement Accounts (IRAs) have become the primary tool for many people to manage their individual wealth. Because of the amount of money put into these accounts and