So, you’ve done all the right things to prepare for retirement and now it’s time to ensure that the right tax strategies are in place to protect those assets you’ve worked so hard for. While payouts from some retirement accounts, such as traditional IRAs, are taxable, you might be able to avoid that situation if[…]
If it’s time for you to retire or you’ve begun considering that life change, it’s very important that you develop a strategy that will meet your estate planning goals and outline how your legacy assets will be managed for your heirs. For financial planning purposes, your estate assets may need a very specialized structure. To[…]
How to choose the right life insurance
By diamondcpas Estate Planning, Personal Finance Feb 03, 2021
Life insurance is an investment vehicle that provides your family with financial security and peace of mind once you are deceased and no longer around to take care of them. In addition, if you are a business owner, life insurance can provide your business with the resources necessary to sustain continuity or to recover from[…]