Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries. Although taxes shouldn't be the sole … [Read more...]
Windward Tax Bulletin: Choosing a Beneficiary for your IRA or 401(k)
How Much Money is Enough to Have a Living Trust?
Questions That Come Up During Jury Duty Author: Drew Osborne CFP® I served on jury duty for the first time last May. People in the past have told me court is nothing like what is portrayed on television. In reality, it’s boring, mundane, drawn out, and not filled with exciting plot twists. So I … [Read more...]