Last updated 2/20/2025 When you inherit an IRA from your spouse, meaning you are specifically named as a beneficiary (not a trust that you are the beneficiary of), you’ll be faced with a set of…
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Financial Considerations for Snowbirding in Retirement
In this blog post, we will explore the financial considerations involved in “snowbirding” during retirement. Snowbirding, which involves splitting time between two homes in different locations, offers retirees the opportunity to enjoy the best…
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Guide: Inheriting an IRA from a Parent
Inheriting substantial assets from a parent is becoming quite common, especially if you are a part of the Baby Boomer generation. This is largely due to the tremendous savings habits of the generations that…
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How to Split an IRA in a Divorce
If you own an IRA and are getting a divorce, there is a good chance it will need to be split in same fashion pursuant to your divorce settlement. This is becoming more common…
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How Retirement Accounts Are Split in a Divorce
Retirement Accounts and Pensions are Common Assets to be Split During a Divorce Retirement accounts and pensions typically make up a large percentage of the total assets to be split during a divorce. While there…
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Sequence of Returns: The Greatest Risk to Your Retirement Savings
The sequence of returns – the greatest risk to your retirement savings – refers to the timing or sequence of when positive and negative investment portfolio returns occur. We believe it is in the retiree’s…
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