Can a 529 Plan Help with Estate Planning?
March 20, 2023
You can set up a 529 savings plan account for any beneficiary. You can also set up accounts for as many beneficiaries as you want.
Menu
You can set up a 529 savings plan account for any beneficiary. You can also set up accounts for as many beneficiaries as you want.
When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.
Use these suggestions to boost the balance in your retirement nest egg.
The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).
Can you use a reverse mortgage for long-term care?
When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.
Losing a loved one is never easy, even if you were anticipating the loss. During the hours and days following the death of a spouse or a close family member, you may be in shock and you will likely be disoriented, emotional and feeling like you’re in a constant fog.
There are many options, but the best use of the money is different for each widow and her unique circumstances.
Does your retirement budget account for all of these costs?
Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
3112 Jackson Street
Alexandria, LA 71301
1070-B West Causeway Approach
Mandeville, LA 70471
