This strategy guide on how you manage your inheritance is much overdo. The truth is, discussing an inheritance is never a fun topic, but I know how important it is to my clients that they manage their inheritance responsibly. Here are nine important tips you need to consider to make sure you can confidently manage your inheritance:
Did your employer recently announce a couple of new features? Being able to make after-tax contributions and initiate Roth in-plan conversions is a game changer! I love when these features are added to my clients’ 401(k) plans because it allows us to supercharge their retirement savings while implementing advanced tax-planning strategies that can save multiple thousands of dollars in taxes. These work best when you use them together to implement what is called a “Mega…
President-Elect, Joe Biden, is projected to win the US Presidential election. With his win could come significant changes. One of the changes that are on the top of many US citizens is student loan forgiveness or the popular hashtag #CancelStudentDebt. Up until Monday night, it wasn’t Joe who was driving the conversation. Instead, it has been other members of the Democratic party who are known to be big supporters of student loan forgiveness. The most popular…