(865) 357-7370 kim@sdp-planning.com
Can You Put Your IRA into a Trust?

Can You Put Your IRA into a Trust?

Can You Put Your IRA into a Trust? What you should know about naming an IRA beneficiary. Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a trust. What you can do, however, is name a trust as...
Keeping This Correction in Perspective

Keeping This Correction in Perspective

After 20 months of relative calm, this volatility needs to be taken in stride. Are you upset by what is happening on Wall Street? It may help to see this pullback within a big-picture context. Corrections have become so rare as of late that when one occurs, emotion...
Money Habits That May Help You Become Wealthier

Money Habits That May Help You Become Wealthier

Financially speaking, what do some households do right? Why do some households tread water financially while others make progress? Does it come down to habits?   Sometimes the difference starts there. A household that prioritizes paying itself first may end up in much...