Individuals and Families Planning for Long-Term Care Needs Understand the critical aspects of long-term care planning, from assessing costs and insurance options to managing care through various types of policies, ensuring quality of life and financial security as you age.
Estate Planning Trusts as IRA Beneficiaries This article examines the critical considerations for selecting a trust as an IRA beneficiary post-Secure Act, including the types of trusts that qualify and the impact on estate planning.
Individuals and Families How to Become a Snowbird in Retirement – 7 Tips to Help You Prepare Transitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare.
Individuals and Families How to Use a 529 Plan For Retirement 529 savings plans, traditionally used for education expenses, now offer a path to retirement savings with the ability to roll over unused funds into a beneficiary’s Roth IRA, enhancing long-term financial strategies.
Cross-Border Planning What to Know About IRAs and Roth IRAs When Living Abroad Navigate IRAs and Roth IRAs for US Expats living abroad with Cerity Partners. Understand tax implications, strategic contributions, and the role of tax treaties in your retirement planning.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
