Posts Tagged Retirement Accounts

  • Social Security Tax - Unnecessary Social Security Tax – Unnecessary

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Following our "Discovery Alternatives" workshops, questions continue to arise on the strategies we recommend for our clients to minimize or reduce income taxes. Alternatives are available. Annuity strategies ma...

  • 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...

  • Divorce and Your Estate Plan Divorce and Your Estate Plan

    By Curt Ford Nash Nash Bean & Ford Divorce is a challenging time in any family’s life, changing the lives of everyone involved. But, as wrenching an experience as it can be, it’s not necessarily over once the final papers are signed. You may have divided property and designed custod...

  • Estate Planning as a Team Sport Estate Planning as a Team Sport

    By Curt Ford Nash Nash Bean & Ford Jan and Don were life-long athletes. During high school, both played several team sports, and they continued to feed this passion with church and community teams as they aged. In addition, when their children were younger, they took turns serving as coach, ...

  • 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...

  • Top Tax Planning Tips Top Tax Planning Tips

    By Curt Ford Nash Nash Bean & Ford While April 15th may still be a long way off, the end of the year is prime time to start making the important decisions that will affect next year’s income tax return. Here are some suggestions that might help make that check you write in April a little...

  • Funding is Critical to Estate Planning Funding is Critical to Estate Planning

    By Curt Ford Nash Nash Bean & Ford Everyone knows that planning is part of estate planning. When Ted and Emily met with their attorney, they discussed their family’s needs and the legacy they wanted to leave. Ted and Emily and the attorney created an estate plan designed to achieve their...