Anticipated Legislative Changes Affecting Qualified Retirement Account
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Anticipated Legislative Changes Affecting Qualified Retirement Account

Most of our clients own some form of qualified retirement account such as a traditional individual retirement account (IRA), 401K, 403B, SEP or Keogh. Such an account provides significant benefits to the account owner because the deposits into the account are made with pre-income-tax dollars and the assets in the account grow “tax-free” until withdrawn...

Title Matters For Joint Tenants and Tenants-in-Common
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Title Matters For Joint Tenants and Tenants-in-Common

Do you know what type of account you opened when you and your spouse opened an account jointly? What about the account you own with your child? When was the last time you looked at your deed? Did you and your spouse buy your home before you were married? When was the last time you...