Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in!
Planning for Your First Required Minimum Distribution in Retirement
Mike Valenti, CPA, CFP®, Director of Tax Planning Qualified retirement plans – such as 401(k)s, 403(b)s and IRAs – offer clear tax advantages. Traditional 401(k)s, 403(b)s, and IRAs offer a tax deferral on contributions and growth until distribution. Their Roth counterparts can provide an i …