3 Ways to ‘Stretch’ Out IRA Distributions
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
Ethan Huizenga
November 30, 2020
Changes to Social Security in 2021
Here’s a closer look at the seven biggest changes to Social Security in 2021
Ethan Huizenga
November 20, 2020
Use a Roth IRA to Supplement Social Security
Though Social Security helps millions of seniors stay afloat financially, living on those benefits alone could mean winding up cash-strapped in retirement.
Ethan Huizenga
November 19, 2020
Wrong Powers of Attorney Have Consequences
When do you need your estate plan to ‘go to work’ for you? While you may think the right answer is ‘after I die,’ the actual answer is ‘if I lose the ability to manage my own affairs.’
Ethan Huizenga
November 14, 2020
What’s the Best Way to Do a Intrafamily Loan?
As parents, we often want to help our adult children who need a financial boost. Many times, this assistance comes in the form of a loan.
Ethan Huizenga
November 12, 2020
Why Pair a Roth IRA and Social Security?
Although Social Security helps millions of seniors stay afloat financially, living on those benefits alone could mean winding up cash-strapped in retirement.
Ethan Huizenga
November 11, 2020
How to Ask Parents about Estate Planning?
Do you expect your parents to leave you a financial legacy? Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by financial services company HSBC. Perhaps the bigger question, though, is how to even approach this topic with your parents.
Ethan Huizenga
November 9, 2020
5 Ways to Protect Your Estate Plan
The inheritance you leave could be eaten away by taxes or given to the wrong person. Here are five tips to avoid that.
Ethan Huizenga
November 3, 2020
Can an Inheritance Lead to Trouble for Marriages?
Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.
Ethan Huizenga
October 30, 2020
Powers of Attorney and Asset Protection
Many people focus on only protecting their estate from probate. However, in the big picture, probate is the least of their worries.
Ethan Huizenga
October 29, 2020