This section provides powerful information in the area of retirement and estate planning
for same sex couples.
Total Return Trust
Provide for your partner and your heirs without compromising on
Planning Fundamentals - Don't
Pay Taxes Now. Pay Taxes Later.
A well funded IRA
or 401(k)is the backbone of your retirement plan.
IRAs and Roth IRA Conversions
Not convinced about converting your IRA to a Roth
IRA? Here is the full analysis; peer reviewed and published in the
prestigious tax journal "The Tax Adviser" published by the
Roth IRA: Our Recommendations
Take advantage of an unparalleled retirement and estate planning
Value of a Roth in an Estate
Left to your heirs, a Roth IRA is a goldmine.
Minimum Distributions for Traditional and Roth IRAs
Understand the complex rules governing Required Minimum
Distributions for IRAs and Roth IRAs.
for College with a Qualified State Tuition Program (QSTP)
a college education or save for one. Both can provide
significant income and estate tax advantages.
Nine Roth IRA Myths
This article sets straight the nine most prevalent
misconceptions about Roth IRAs.