This a topic that comes up a lot in Florida. Many clients come to me because someone told them that their will, trust, power of attorney and health care directives are no longer valid after changing their state of residence.
November 15
November 4
IRA Accounts & Possible Stretch Reduction
Here’s a good article on the rules for achieving a “stretch” for an inherited IRA. This can be a powerful tool for minimizing income taxes while maximizing growth. The article also discusses the effect the pending Secure Act will have if it is passed by Congress. It is crucial to review the beneficiaries on our retirement accounts regularly, and to make changes as needed.
November 3
Are you Prepared?
November 1
