Our Estate Planning Blog

How Can I Minimize the Taxes on My 401(k) Withdrawals?

You’ve invested in a 401(k), made contributions for decades and finally are ready to withdraw–or take distributions, in retirement-plan speak. However, you now have to pay taxes on what you take out, effectively reducing your nest egg. What to do? Here are several ways to minimize taxes on withdrawals.

Read More »

How Do I Financial Plan, When It’s Only Me?

When it comes to financial planning, we often talk in terms of the couples we work with and how we see their retirement plans change. They deal with aligning the goals, retirement timelines and deciding how they’ll budget and spend their income together. However, what about all of the people we’ve helped over the years who aren’t coupled?

Read More »