Estate Planning 101 – Part 4
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States impose their own death taxes. You should be aware of what the death tax laws are in your state and how they may affect your estate.
Estate Planning 101 – Part 2
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You should begin the estate planning process by understanding your particular circumstances, such as your age, health, and wealth.
This Week’s Financial Strategy – Estate Planning 101 – Part 1
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Last week we talked about what estate planning is and who might need it. Today, let’s talk about how to do it and where do you begin. You should begin the estate planning process by understanding your particular circumstances, such as your age, health, wealth, etc.
Should You Convert to a Roth IRA?
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The year 2010 presents a great opportunity for those folks who own a 401(k) plan or a traditional IRA. Most people who own a 401(k) have never asked their plan administrator if their plan allows them to do an in-service rollover for non hardship cases.