Category Archives: Retirement

Do you want what happened to Prince’s family to happen to yours?

This highly recognized luminary is drawing much attention as his death is causing family acrimony over the performer’s more than $300 million estate.  The disappointing fact about this drama is it could have been avoided if he had, as a start, a will to address his desires. Sometimes we are brought to action because of…

Required Minimum Distributions For Those Over 70½

For clients fortunate enough not to need to use income from qualified retirement plans in their 70s, required minimum distributions can sometimes amount to a taxable nuisance. There are ways, however, to get more mileage out of those required distributions, particularly with advance planning. The first step, then, is to make sure the client knows…