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Recent Posts
Do You Owe The AMT?

American educational reformer Horace Mann called education “the great equalizer.” In football, it’s been said ...

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What is the Value of Your Business?

In the second quarter of 2023, more than 2,300 small businesses were sold. The median ...

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Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

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Are You Setup for Retirement Failure or Success?

January 4, 2022

If the past two years have handed down several lessons, at least one of them is that it helps to overprepare in the face of possible uncertainty. retirement-planning-estate-couple-together

Planning ahead for retirement means proactively thinking about the kind of lifestyle you want to achieve once you stop working full time, but you can’t afford to neglect the important issues around taxes.

If the vast majority of your retirement savings are in 401(k)s or IRAs, you might have a significant problem when it comes to taxes in the future. There is a good possibility in future years that when the Tax Cuts and Jobs Act of 2017 expires after 2025, your tax liability situation could be changed. You also need to think about the possible tax impacts of what might happen if you pass away first and your spouse inherits your tax deferred accounts.

There can also be significant tax implications for children who might need to withdraw money sooner than you intended from these tax deferred accounts. Having a comprehensive estate planning strategy that encompasses all of these key issues and prepares you for what to expect can be extremely important for your next steps. Set up a time to speak with an experienced lawyer today to craft a custom retirement and estate plan that work together and support you well into the future.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Do You Owe The AMT?

American educational reformer Horace Mann called education “the great equalizer.” In football, it’s been said ...

See more
What is the Value of Your Business?

In the second quarter of 2023, more than 2,300 small businesses were sold. The median ...

See more
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more