by David Schaeffer | Mar 10, 2012 | Investments, Savings
Roth IRA Conversion If you have existing retirement assets in a traditional IRA, you may want to consider converting those assets to a Roth IRA. Possible benefits of converting include tax-free distributions at retirement, no required minimum distributions at age 70...
by David Schaeffer | Mar 10, 2012 | Estate Planning
Sometimes know as a “Last Will and Testament”, not to be confused with a “Living Will” which is a healthcare directive. A will is a legal document that transfers what you own to your beneficiaries upon your death. It also names an executor to carry out the terms of...
