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Your First RMD May Be Looming

Posted by Nina Whitehurst | Aug 29, 2018 | 0 Comments

Okay, you have saved for retirement tax free for years.  However, now it is time to think about the taxes. You have been fortunate over the years to grow your IRA tax free.  However, withdrawals from your traditional IRA is taxable income. You will have to make Required Minimum Distributions...

Estate Planning? You Face Some 401(k) Questions

Posted by Nina Whitehurst | Jul 24, 2018 | 0 Comments

Companies offer retirement savings plans.  However, the challenge can be in both saving and withdrawing. Most employers offer 401(k) plans to employees, as a means of encouraging savings for retirement. Some are generous enough to offer matches, although there are fewer of those today than i...

Don’t Forget about Your Old Retirement Accounts

Posted by Nina Whitehurst | May 25, 2018 | 0 Comments

Many elderly retirees have forgotten about retirement accounts that accumulated in their younger years. There are many Americans who have a retirement account through an old employer, but they have forgotten about them. It is important to remember that when you leave a job that had a 401(k) ...

IRA Options Key Part of Estate Planning

Posted by Nina Whitehurst | Mar 27, 2018 | 0 Comments

What you decide to do with retirement accounts, can be a major enhancement to your estate plan. IRA retirement benefits can be used as a way to balance out other bequests and it can be used to support other estate planning goals. There are also tax implications to consider, according to ...

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