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Money

Estate Taxes & Inheritance

Jeff, my favorite uncle from Beverly Hills passed away and left me his real estate and other assets. Are there taxes due and who...

Financial Freedom at Any Age

Imagine if you set yourself up for the perfect stress- and worry-free retirement. What if you could have financial freedom and retire at any...

IRA Mandatory Withdrawal Requirements & RMDs

Could you run us through the mandatory withdrawal requirements with some of the IRA products? If you have money in a retirement plan, you typically...

Make the Most Out of Your Charitable Giving This Year

How can taxpayers make the most out of their charitable giving?  Here is a great end-of-year hack for the charitably inclined: If you have appreciated...

Year-End Financial Planning: Roth & Crypto

There has been some talk about eliminating the Backdoor Roth. What is a Backdoor Roth, and what should we know about the planned changes? Not...

Wealth Span: A Balance During Good and Bad Times

In 2020, AGEIST continued its research into the attitudes of our age cohort and learned more about how the effects of our life span...

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