Backdoor Roth Conversion
Forbes Finance Council: Backdoor Roth Conversion for High Income Earners- Is it right for me? Retirement planning is stressful no matter how much you make throughout your working years. Whether you are an average earner or high income, taxes will take a toll on us all. And the name of ...Read More →
How the SECURE Act is changing retirement, and what the elimination of the Stretch IRA means for you and your heirs Upon the start of the new decade, there have been quite a few changes within the political and economic domain in the United States. With new changes come new ...Read More →
Life Insurance Retirement Plans: Are They A Good Choice For You?
Retirement — it’s that glorious time in your life where the only worry you should have is why your grandchildren haven’t called yet this week. Though it is a life-changing occasion and naturally stressful, it should be an easy transition from work life to retirement life, as you have been ...Read More →
Reviewing Your Financial And Estate Planning Checklist
WPN is proud to announce that Michael has been invited to join Forbes Finance Council. He has recently published his article "Reviewing Your Financial and Estate Planning Checklist". We hope you find it of value, and as always, if you have questions or comments, give our office a call. Check it ...Read More →
Paying for College is a Family Affair
Throughout life, there will be many important monumental events that will ultimately cost a great deal, whether that is buying your first home, or maybe even your child’s wedding. However, the two biggest life events that require extensive planning will be your retirement, and your children’s education if you so ...Read More →
How Trust-Owned Life Insurance Can Be Used Effectively In Your Estate Plan
What if I told you, with complete certainty, that you will die one day. Would you believe me? Of course, you would. But, is it something you want to talk about? Of course not! As uncomfortable as it is to think about, death is inevitable, and planning for it is ...Read More →
The Art of Managing Retirement Assumptions
As we grow older, the dream of retirement gets closer and closer, but for most, this can be a very stressful time. Before retirement, the last few months at work is a time to prepare. Although it is impossible to have a definitive picture of your retirement, you can put ...Read More →
An Overview of Asset Transfer Strategies
As you grow older, you have most likely accumulated not only wealth, but properties, and other assets that are included in your estate. However, having all your assets in your estate is not always ideal, and there are many reasons to transfer or gift assets, either initiated by a life ...Read More →
Cracking the Nest Egg: When Accumulation Becomes Distribution
Throughout your working life, I am sure that you have been saving as much possible into IRA’s, 401(k)’s, and investment accounts to save for retirement. During the accumulation phase, you save, and hopefully maximize total returns on all accounts. Your ultimate goal would be to have a large enough “nest ...Read More →
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