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Everything you need to know about RMDs

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Advanced Planning for IRA's and RMD's


I got another email today from a radio listener who is turning 70 ½ and wanted to know more about the RMD withdrawal procedure. Hopefully, you read Beth’s last blog, 5 FAQs on RMDs and IRAs Answered. Many clients and listeners worry about this process! My message to you is that there is nothing to worry about, as long as you know the rules and have the withdrawals on autopilot. But sometimes, it’s about more than simply signing the RMD form and receiving a check. There are certain situations that require a more detailed plan, such as the following:

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In Retirement Planning, Annuities, Estate Mangement Solutions, Asset Protection Planning

Life Insurance Awareness Month


I was Driving down the Mass Pike this past weekend and saw a billboard that really caught my attention. It read, "We spend more time liking Facebook posts than we do planning for retirement." Isn't that the truth? Part of a good overall financial plan is to have enough in retirement, but it's just as crucial to have enough to cover the unexpected.

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In Estate Mangement Solutions

The Four Main Steps to the Probate Process


INTRODUCTION:

Probate is a legal proceeding conducted by a state court that oversees and manages the distribution of your property and estate after you die. Probate rules vary from state to state, but the main purpose of probate is to clear title ownership on your property so that it can pass from you to your beneficiaries as dictated by your will or by the laws of intestacy, if you don’t have a will. The probate process ends in a decree from the court that provides evidence that title has transferred and ensures that the property goes to those family members and loved ones you want to receive it.

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In Estate Mangement Solutions, Asset Protection Planning
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