Posts Tagged ‘Estate Planning’
Episode 135: Mailbag – What Should I Do Now To Reduce Future RMD Taxes?
When you get closer to the age of required minimum distributions, you may wonder what you need to do now to prepare. David answers two questions from the mailbag in this week’s podcast.
Read MoreEpisode 133: The 3 Things You Must Understand If You’re Retiring In 3-5 Years, Part 2
As you get closer to retirement, you likely want to make sure everything is in order, including your estate plan. David discusses what paperwork you should have in place and up-to-date.
Read MoreEpisode 99: Understanding and Implementing Wills & Trusts
Do you have a will or trust? What part do they play in your financial plan? What mistakes do you want to be sure to avoid when setting them up?
Read MoreEp #48: I’ve Got A Will, Isn’t That Enough?
When you think about the next generation and your family, you might also think about your assets being passed down. From your heirloom dining room table to your financial investments, does a will cover everything? How can you make that transition process as simple as possible (and avoid probate)?
Read MoreEpisode #44: The 7-Step Retirement Plan You Can Build Yourself, Part 2
Have you created a retirement plan that covers all of the basics? More than just where your money is invested, do you have goals and a plan in place that accomplishes what you want it to? The seven-step retirement plan is something you can do to make sure you are headed in the right direction. This is part two of the series.
Read MoreEpisode #31: 3 Critical Estate Planning Mistakes To Avoid
These are three estate planning mistakes everyone will want to avoid. Regardless of how big or how complicated your estate is, these will impact your heirs if they are done incorrectly.
Read MoreEpisode #1: What’s The Deal With RMDs?
What are Required Minimum Distributions, do you have to take them, and how do they affect your financial plans for retirement? David gets you up to speed on the essentials so you don’t make crucial mistakes that could affect you as you near retirement.
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