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Choosing a Beneficiary for Your IRA or 401(k)
Paying income tax on most retirement distributions Most inherited assets such as bank accounts, stocks, and real estate pass to your beneficiaries without income tax being due. However, that's not usually the case with 401(k) plans and IRAs. Beneficiaries pay ordinary...
Charitable Giving
Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe...
Life Insurance and Estate Planning
What are the benefits? Peace of mind You believe your assets are going to increase, but you aren't rich. You want to protect your children in case something happens to you before you become wealthy. In this case, buy insurance and name your spouse or children as...
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