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IRA and 401k Beneficiary Designations for Married Couples

Posted by Nina Whitehurst | Nov 08, 2023 | 0 Comments

I get a lot of questions about how to fill out beneficiary designation forms for IRAs, 401Ks, 403Bs and other similar tax-advantaged retirement savings accounts. My purpose in writing this particular post is to handle one and only one frequently asked question, which is how do joint revocable living trusts fit into the picture for a married couple?

Best Reverse Mortgages Based on In-Depth Reviews

Posted by Nina Whitehurst | Jul 22, 2019 | 0 Comments

The folks at have created a comprehensive guide to reverse mortgages - what they are, who they're best suited for, and their pros and cons.  This guide includes rankings of various reverse mortgage companies based upon transparency & reputation, loan options and availability....

What to Do With an Inherited IRA

Posted by Nina Whitehurst | Jun 26, 2019 | 0 Comments

Inheriting an IRA may seem like a good thing, but there can be tax consequences if you aren't careful. If you inherit an IRA, you should check with an attorney or financial advisor as soon as possible to find out your options.

IRAs Require Special Consideration in Estate Planning

Posted by Nina Whitehurst | Jun 25, 2019 | 0 Comments

Individual Retirement Accounts (IRAs) are a popular investment tool for retirement, but they also need to be taken into account when doing estate planning. Although IRAs can be used to provide for heirs either directly or through a trust, to what extent your heirs will benefit from the IRA and ...

Self Employed? You Still have Retirement Options

Posted by Nina Whitehurst | Feb 06, 2019 | 0 Comments

Even if you are self-employed, you can still plan for retirement. People who own and run a business often find themselves without the usual plans available to employees, such as a 401(k). However, that does not mean they do not have options to save for retirement, according to Zing!...

Don’t Be Surprised by Taxes during Retirement

Posted by Nina Whitehurst | Feb 01, 2019 | 0 Comments

Retirement accounts usually have the largest impact. However, there are also other income streams. One of the surprises that can catch you unaware is that taxes during the working years are usually much simpler than taxes during retirement, according to The News Tribune in...

Can Bankruptcy have an Impact on Your IRA?

Posted by Nina Whitehurst | Jan 22, 2019 | 0 Comments

Protection varies according to state law. IRAs are protected from bankruptcy. However, there are some limitations you should guard against, according to The Balance in “What is IRA Bankruptcy Protection?”   President George W. Bush signed bankruptcy protection into law in 2005 with the Bank...

Pension or 401(k)? Which Is Best for You?

Posted by Nina Whitehurst | Jan 15, 2019 | 0 Comments

If Social Security will be 40% of your income, where does the rest come from? Social Security was never intended to be your total retirement funding, so you need as many revenue streams as possible, according to U.S. News & World Report in an article that compares “Pension vs. 401(k).” A tr...

What Does It Take to Have a Happy Retirement?

Posted by Nina Whitehurst | Dec 10, 2018 | 0 Comments

Strong finances and a full social life can often be the keys to success. There can be happy retirements and there can be challenging and perhaps even unhappy retirements. However, the state of those years is often created long before retirement age arrives, according to U.S. News & World Report...

One Step at a Time Makes the Project Easier

Posted by Nina Whitehurst | Nov 16, 2018 | 0 Comments

Planning for retirement may be a hard job. However, it can turn into some joyful years later in life. Planning for your retirement is not only a big job but a really important and serious job that can be used to create a pleasant and even youthful retirement that has a good chance of being a...

Some Days are Better than Others to Address Saving

Posted by Nina Whitehurst | Oct 19, 2018 | 0 Comments

Saving over time is a good way to create security. National 401(k) Day and Grandparent's Day in September were special days to teach grandchildren about saving, but every day presents some kind of teachable moment, according to the in “Retirement Planning: A 401(k) Day message.”

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