Naming a Beneficiary on Your Retirement Accounts Can Help Defer Taxes Over Your Heir’s Lifetime.

Using Retirement Assets for Estate Planning - Naming a beneficiary on your retirement accounts can help defer taxes over your heir’s lifetime. A tax deferred is a tax not paid – Phil DeMuth The “stretch” provision for IRAs and Inherited…

There Is No Precision in Investing

Uninformed people often try to equate investing in the stock market with a casino. Yet, in a casino you know the odds before you place a bet. With investing there are no known odds, only future uncertainty that can be reduced through careful evaluation.