Quite understandably, most people have little or no experience in settling an estate. There are a myriad of actions to be accomplished, each one of them important, and no one knows in what order tasks need to be completed, let alone how to weave through the legal dynamics. So what can we do to help?
The New Rules of Retirement
The New Rules of Retirement
Discover the financial rules of New Retirement — and face the future with the confidence and dignity you deserve. In our live webinar for adults aged 55 or older, you will learn:
- How to avoid the financial mistakes that could compromise your retirement
- Why you should prepare for rising taxes -- even if you expect to retire in a lower bracket
- How to protect yourself from financial shocks during your most vulnerable years
- And much more...
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Additional Online Resources
Where To Start With Estate Settling
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How Do I Correct Excess Roth IRA Contributions?
Contributing to a Roth IRA is a great way to receive tax benefits for retirement savers. If you already do or are planning to take advantage of this tax savings vehicle, it is important to familiarize yourself with the rules that govern these accounts.
Fall Items to Check Off Your List
With fall right around the corner, take the time to revisit your retirement accounts, eligible tax deductions, beneficiary designations, and employer benefits to ensure that you’re set up for the start of next year.
