Monthly Archives: March 2014

Thinking about worst case scenarios for your life isn’t a very enjoyable undertaking, and planning for those worst case scenarios is even harder. Suddenly, you’re seriously discussing what would happen if, for example, you died. What would happen to your dog, who you love, who depends on you? What would happen to all of your […]

Few of us like to think about getting older. We don’t want to admit we may need help getting around in 40, 20, or even 10 years. We don’t like to think about how our health in our senior years could affect our families or our savings. We definitely don’t want to begin anticipating and […]

In our last post, we talked about the IRD taxes that your beneficiaries will have to pay after they inherit your IRA. These taxes cannot be eliminated, but they can be reduced with the “stretch out” plan we recommended. Please read our previous blog post for more details, but basically, the plan works like this: […]