Understand how to use real estate gifting, vacation home transfers, and education funding to leave a lasting legacy.

The good news is there’s a lot you can do to make your retirement plan more tax efficient ... plan allows this type of transfer while you’re still employed. Just remember that a Roth ...

How Dr. Preston Cherry, Founder and President of Concurrent Financial, is talking to his Gen X clients about why they can't ...

A generational wealth transfer is underway ... of wealth involves thinking about the financial planning goals, retirement planning as well as estate and income tax situations of all parties ...

That means you can sell or transfer a smaller number ... account contributions can only be made using earned, work-based taxable income, after all. If your retirement income only consists of ...

But here's an unspoken truth: Houses make ... your legacy and pass along assets to the next generation. The National Association of Plan Advisors estimates that the multigenerational wealth ...

“If you are investing in a traditional 403(b), you will likely have to transfer your money into ... heavy lifting for you for free. They make sure your retirement money gets from point A to ...

When you transfer separate property into an account with marital property, you commingle those funds. Your retirement account, in the state of New York, is considered community property ...