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Don’t miss the Dividends

Don’t let your investment accounts be an additional source of stress for you loved ones when you die. Most retirement accounts and investment accounts allow you to designate people or charities to receive your assets in the event of your death. No one wants to think about their own death, but for the sake of your loved ones, take a few minutes to make sure your beneficiaries are set correctly!

What Happens When You Die?

Don’t let your investment accounts be an additional source of stress for you loved ones when you die. Most retirement accounts and investment accounts allow you to designate people or charities to receive your assets in the event of your death. No one wants to think about their own death, but for the sake of your loved ones, take a few minutes to make sure your beneficiaries are set correctly!

End of Roth Conversions?

Summary Roth conversions and backdoor Roth contributions are on the chopping block in congress. It is too early to know what will happen for sure, but there are some indications that this year may be the last chance to move money from a Traditional IRA to a Roth IRA. This type of transfer, a Roth … Continue reading End of Roth Conversions?