estate planning

"Jack and Sharon's Medicare, Estate Plan, and Financial Problems" In this episode of Eye On Retirement, the team at Market Advisory Group shares the story of Jack & Sharon, who met with MAG with a litany of problems. Their estate plan was ill-prepared, they didn't know the Medicare impact they were dealing with,...

What is the difference between a 401(k) and an IRA? These words are thrown around so often: 401(k) and IRA (or Individual Retirement Arrangement). Sometimes they are used interchangeably, sometimes right next to each other, and sometimes even as one word. They are used so often that it’s easy to forget that not everyone...

More retirees planning their legacy are considering Roth Individual Retirement Accounts (Roth IRA) conversions as part of their strategy. A Roth IRA conversion involves moving assets from other retirement plans into a Roth IRA, allowing earnings to grow tax-free and potentially leaving more for heirs, who can generally withdraw the money tax-free if they follow IRS distribution rules....