Why A Roth IRA Is A Great Addition To Your Estate Plan

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Estate planning is essential for executing your final wishes efficiently and meaningfully. And while wills and trusts are standard tools, it’s possible to optimize accounts you already have to transfer wealth to loved ones effectively. By design, Roth IRAs are tax-efficient savings tools for retirement. But when combined with your greater estate planning goals, they…
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4 Smart Ways To Reduce Your Required Minimum Distributions In 2022

The benefits of contributing to traditional retirement accounts, like a company 401(k) or personal IRA, are numerous, and one of the most significant ones is gaining capital appreciation in tax-deferred accounts. But tax-deferred today doesn’t mean tax-free tomorrow.  You contribute with pre-tax dollars in traditional retirement accounts, and your investments grow tax-deferred for decades. But…
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5 Clear Signs You Could Retire Tomorrow

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Sometimes it’s hard to know when you’re truly “ready” to make a significant transition in your life. When it comes to retirement, it’s not like you have a big flashing sign that alerts you to when you have enough money, you feel emotionally prepared, and you’re excited about the next step.  At this point, you…
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Coping With Loss of Purpose in Retirement

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When we speak with people nearing retirement, our team has found that one of the most common fears is that people are afraid of losing their purpose.  For many, their career and work have given their life purpose and structure. Once they’re retired, they may not know how to fill their newfound free time meaningfully…
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