Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.
Most people don’t know the first thing about the Secure Act and yet it has great impact on their retirement planning.
Resist the urge to use your will for vengeance
This post circulating on Facebook addressing do-it-yourself estate planning makes some good points but also contains some major falsehoods, especially as they apply to Louisiana. Learn what is good and not so good about this post intended for people outside of Louisiana.
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
3112 Jackson Street
Alexandria, LA 71301
1070-B West Causeway Approach
Mandeville, LA 70471
