tax advisor

Annuity maximization: A strategy to leave more to your heirs

What if you’re living comfortably in retirement and, instead of needing that deferred annuity, you decide you want to leave it to your heirs at your death? However, transferring your deferred annuity at death may subject it to both estate and income taxes. One strategy that can minimize the impact of these taxes is called […]

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Essential reasons to roll assets to an IRA after you leave a job

Managing your income streams can bring about challenges but can be reduced by consolidating your income and assets in one place, such as with a “rollover” to move assets from your 401(k), 403(b) or other retirement plan to an IRA. Here’s why rolling retirement plan assets to an IRA may be a good strategy: [emember_protected

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