Make Lower RMDs When Your Retire
Many of us have invested in a 401(k) or some similar savings plan so that we can enjoy a comfortable retirement. But did you know that...
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Kimberly Hegwood
Sep 9, 20162 min read
What Assets to Leave to Your Family
As you get older, you, your older relatives or both may need to address questions about how to leave assets to others when you pass away....
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Kimberly Hegwood
Aug 26, 20162 min read
The Importance of Beneficiary Designations
THV11’s recent post, “The importance of beneficiary designations,” explains that designating beneficiaries is a very important part of...
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Kimberly Hegwood
Aug 19, 20162 min read
How to Take that First Required Minimum Distribution from an IRA
If you turned 70½ in 2015, you were required to take your first required minimum distribution from your IRA by April 1, 2016. But do you...
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Kimberly Hegwood
Aug 17, 20162 min read
Don’t “Just Wing It” When it Comes to Retirement Planning
After a lifetime of hard work, you want to enjoy a good retirement. You want to do more than just pay the bills and survive. If so, sound...
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Kimberly Hegwood
Aug 15, 20163 min read
Attention Gen Xer’s: Mid-Life Planning is Calling
Generation X is hitting middle age! Bummer, to be sure. However, there’s still plenty of time to boost retirement security. If you need...
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Kimberly Hegwood
Aug 12, 20162 min read
Get the Whole Family Involved with Estate Planning!
Hopefully you and your spouse have already begun the communications concerning your respective ideas for retirement. And ideally you...
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Kimberly Hegwood
Aug 9, 20162 min read
Make That Required Minimum Distribution go Directly to Your Favorite Charity
Congress used to wait until the end of the year to extend the law that let people make a tax-free donation of up to $100,000 from their...
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Kimberly Hegwood
Jul 8, 20163 min read
Roth IRA or Traditional IRA? That is the Question
When we’re all trying to save more money for retirement, the options can be confusing. For instance, is it better to put money in a Roth...
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Kimberly Hegwood
Jun 30, 20162 min read
Preparing for the Unexpected
Unexpected circumstances can happen, so don’t put off writing your will. This is a big job. Here are some of the important steps to take...
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Kimberly Hegwood
Jun 29, 20162 min read
Estate Planning Mistake No. 122: Neglecting Beneficiary Designations
Nerd Wallet, in “Avoid This Estate Planning Mistake,” reminds us that many assets have their own beneficiary designations, including...
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Kimberly Hegwood
Jun 6, 20162 min read
A Checklist for Opening Retirement Accounts
When do you want to pay taxes? True, no one really wants to pay taxes; however, when you are saving for retirement, you get to make a...
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Kimberly Hegwood
Jun 1, 20162 min read
Hold Off Erasing All Memories of Tax Season!
The Business Journal reports in “Taxes done? Not so fast… Here are 3 things to think about” that there are several things to think about...
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Kimberly Hegwood
May 24, 20162 min read
A Hard Look at IRAs as Beneficiaries
IRAs and see-through trust status. How the trust will get taxed as an IRA beneficiary is the big issue in the set-up. Usually, trusts...
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Kimberly Hegwood
May 13, 20163 min read
Focus on Your Retirement with Clear Vision
As you plan your retirement, you should determine how you will spend your time, the details of your retirement budget, and the source of...
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Kimberly Hegwood
Apr 15, 20162 min read
Turning the Big 5-0? Start Planning Now!
Here are six tax planning considerations of interest to those over age 50 from Next Avenue’s recent post, “2016 Tax Planning Ideas for...
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Kimberly Hegwood
Apr 14, 20162 min read
Trust a Trust Attorney with Your Trust
Tax: When you fund an irrevocable trust, know that your tax situation can change immediately. Based upon your state of origin, you may be...
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Kimberly Hegwood
Apr 12, 20162 min read
Answer These Legacy Questions
An updated will. A properly drafted will can play a crucial part in minimizing your estate’s exposure to taxes. If you should die without...
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Kimberly Hegwood
Apr 11, 20162 min read
Reviewing the Roth Recharacterization
Why recharacterize? The top reason people do this is because the account has declined in value. A recharacterization cancels out the...
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Kimberly Hegwood
Apr 1, 20162 min read
Avoid Probate with These Tactics
NASDAQ.com’s recent article, “5 Smart Estate-Planning Steps to Avoid Probate,” explains that when you pass away, your possessions and...
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