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39 Wealth Management Issues Charitable Planning Retirement Planning Titling of Assets Trust & Estate Planning Wealth Transfer Through Estate

Designating Beneficiaries for Retirement Accounts

A beneficiary designation is a way to transfer an asset to an individual, organization, or multiple beneficiaries upon the owner's passing. For financial accounts such as individual retirement accounts (IRAs), a beneficiary designation is typically a paper or electronic form provided by the account custodian, which allows the account owner to designate who will receive the asset upon their passing.

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39 Wealth Management Issues Financial Planning Retirement Planning Titling of Assets

Net Unrealized Appreciate for Employee Stock Ownership

Net Unrealized Appreciation An employee who owns company stock in their employer’s retirement plan will eventually have to decide how […]

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39 Wealth Management Issues Retirement Planning

Social Security Planning

Your full retirement age varies based on the year you were born. You can visit www.socialsecurity.gov/ planners/retire/ageincrease.html to confirm your […]

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