by SDP Team | Oct 24, 2016 | 401(k)
Here are some important things to note as the year comes to a close. As every calendar year ends, the window slowly closes on some notable financial deadlines and opportunities. Here are several to keep in mind before 2016 arrives. Don’t forget that IRA RMD. If you...
by SDP Team | Oct 21, 2016 | Risk Management
Some costs could rise, fall or even disappear. Your retirement may seem near at hand or far away, but one thing is certain: your future will differ from your present. Financially, that fact is worth remembering. Some of the costs you have paid regularly all these...
by SDP Team | Oct 19, 2016 | Estate Planning
Death is not something people want to talk about. And that is probably one of the reasons so many people do not have an estate plan, or even a will. As unpleasant is it may be to think about being mortal, planners say it is imperative to protect your family and your...
by SDP Team | Oct 17, 2016 | Estate Planning
When should you review it? What should you review? An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The third goal is to state who will make medical...
by SDP Team | Oct 14, 2016 | IRA
It might prove to be a better choice than a 1031 exchange. Did you know you can buy & sell real estate using a tax-deferred retirement account? It is completely possible to do that if you have a self-directed IRA – that is, an IRA that permits alternative...
