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Category: Retirement

Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

Can I Decline an Inherited IRA?
Estate Planning

Can I Decline an Inherited IRA?

If the strategy is executed properly, an individual can disclaim interest in an inherited IRA and avoid any of the gift and income tax consequences associated with receiving the property.

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Retirement Planning: Embracing Life Beyond the Numbers
Estate Planning

Retirement Planning: Embracing Life Beyond the Numbers

In a world where financial headlines often paint a grim picture, it’s easy to get lost in the woes of bear markets, inflation and looming recessions. This is especially true when it comes to planning for retirement. As Roger Whitney, a contributor at Forbes, insightfully points out in his article “Retirement Planning Is More Than Financial Planning,” the traditional focus on…

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Navigating the Financial Journey to a 100-Year Life
Asset Protection

Navigating the Financial Journey to a 100-Year Life

In an era where living to 100 is becoming increasingly likely, financial planning for retirement takes on a new level of complexity. The Yahoo Finance article, “Retirement Planning: Here’s How Much You’ll Need To Save If You Live to 100”, offers a comprehensive look at this challenge, highlighting the need for a radical shift in our approach to life and financial planning. Understanding the Longevity Revolution The “longevity revolution” concept discussed by Laura L. Carstensen, director of the Center for Longevity, suggests a significant societal shift. This revolution impacts various aspects of life, including health care, personal finance and retirement…

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