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

Profit and prosper with the best of expert advice on investing, taxes, retirement ... the policy is used during your lifetime or passed on to heirs. These options make life insurance a dynamic ...

Time to plan your retirement: Working during the phased retirement period can give you more time to make final adjustments ... ensure a smooth transfer of skills and knowledge to other employees ...

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 ...

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 ...

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 ...