Send us a text What are Estate Documents, and why are they necessary? I had Estate Documents drafted approximately 15 years ago. Why do these documents need to be updated? If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share
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Send us a text What are Estate Documents, and why are they necessary? I had Estate Documents drafted approximately 15 years ago. Why do these documents need to be updated? If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share
Send us a text In a recent Podcast I discussed the relative merits of a Roth IRA. Many factors determine whether or not Roth IRA contributions make sense. The account holder’s age, tax bracket, net worth, risk tolerance, and available cash are important in establishing a Roth IRA. One of the most important factors to consider is age. As someone ages, it becomes less advantageous to contribute to a Roth IRA. There is a crossover point where the disadvantage of initially paying taxes outw...
Retiring With Enough
Send us a text What are Estate Documents, and why are they necessary? I had Estate Documents drafted approximately 15 years ago. Why do these documents need to be updated? If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share
