Posts Tagged Retirement Account

  • One Benefit for Achieving Age 70 1/2 or older One Benefit for Achieving Age 70 1/2 or older

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Is there a benefit to aging? The American Taxpayer Relief Act of 2012 is telling us there is a huge benefit to hitting the golden age of 70 1/2, especially if we hold qualified retirement accounts, such as IRA...

  • Avoid these Estate Planning Mistakes Avoid these Estate Planning Mistakes

    By Curt Ford Nash Nash Bean & Ford Making an estate plan is one of the most important things you can do, both for yourself and for your family. Because it’s such an important step, the estate planning process is full of essential decisions – and, there’s the potential for mistake...

  • They’re Back!!! RMDs are back for 2010! They’re Back!!! RMDs are back for 2010!

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor We manage assets to protect valued retirement money against life’s risks – taxation is a risk. We are continuing our theme during this 1st half of 2010 on the tax risk we face with our retirement money. ...