You must have been pleasantly surprised to find out you’d be getting a refund from the IRS — especially if it was a large sum. And while you may have considered this type of windfall a stroke of good fortune,…
Monthly Archives: June 2018
I received a large refund on my tax return this year. Should I adjust my withholding?
Posted in Financial Tips, Investments
Protect Your Heirs by Naming a Trust as IRA Beneficiary
Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part of an estate plan. One option is designating a trust as the IRA beneficiary. Caution: This…
Posted in Financial Tips
