Money & Life Blogs

Money and Life
  • Eric Seidman picture

    Estate Planning Tips

    A significant number of taxpayers will leave behind far less in their estates than the federal lifetime exemption. However, regardless of how much one expects to bequeath, there are several smart measures one should take to ensure a smoother estate experience for your survivors.
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  • Alex Pabellon

    Required Minimum Distributions: The Best Retirement Problem to Have

    For those who diligently saved for retirement through tax-advantaged plans such as 401(k)s or IRAs, remembering that they must take required distributions from their retirement funds can be a challenge. It is important, though, since there are negative tax consequences for not doing so.
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