With the Social Security Income program practically in ruins, most people are not counting on SSI to fund their retirement; this is why programs like IRAs have become very popular in recent years. When designing your IRA, you may have many questions about IRA trusts and IRA beneficiary trusts. Designation a trust as a beneficiary […]
Saving for the future is more important now than ever for people of any age in Gilbert, AZ. The reality is Social Security Income will probably not be available to your generation if you are now in your 20’s to early 40’s unless the program receives a major overhaul, and that is not likely. The […]
If you are a traditional IRA owner and you are going to turn age 70 ½ this year, the IRS requires that you begin taking minimum withdrawals from your account. Here’s what you need to know if you are planning on making a withdrawal from your IRA and you live in Gilbert, AZ.
If you turn […]
An IRA, or Individual Retirement Account, is a blessing for the aging population in Gilbert , AZ ; it allows them to save for retirement while receiving big tax breaks on the money they are saving. When a person passes before the funds are used up, the IRA will belong to the beneficiary – this […]
Parents often wonder who will care for their child and how the child’s needs will be met once the parents are no longer around. Parents of children consider a Special Needs Trust to help ensure their child’s health and welfare needs are met. It is important to deicide on whether or not an Arizona Special […]