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The decision to execute a Roth conversion and generate taxable income is more complicated than it may seem at first—especially when you consider it in the context of your overall estate plan.
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Nobody wants to see their legacy get chipped away by a large tax bill, but that’s exactly what could happen to your estate without careful planning.
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A Stretch IRA functioned as an estate planning tactic aimed at prolonging the tax-deferred advantages of an inherited IRA for non-spousal beneficiaries. Under this strategy, beneficiaries were required to take distributions from the IRA, calculated according to their life expectancy rather than that of the original account holder.
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Same-sex couples should make a pointed effort to review their existing estate planning documents, especially those drafted before 2015.
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Navigating the financial aftermath of your parent's death can be daunting. This comprehensive guide has what you need to honor their legacy.
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Prepare your spouse for the inevitable with this helpful step-by-step checklist. Achieve peace of mind with practical support for a challenging time.
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An estate plan is an essential part of a comprehensive financial plan. Learn about the five most important documents to include in your estate plan.
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No one likes staring down their own mortality, but thinking about how you want to pass on your legacy after you're gone is a necessary part of financial planning.
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Incorporate charitable giving into your wealth transfer strategy to reduce taxes, support causes you care about, and leave a lasting legacy. Learn how to give with purpose and impact.
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A lot goes into being an estate executor.