Blog
How Will Tax Reform Affect 529 Plans
Today’s tip will cover “What are some of the benefits of 529 education saving accounts and the recent tax overhaul?” Many people will benefit from a change that allows assets in 529 plans to be used to pay for elementary and high school tuition. In addition, 529...
Why Choose a 529 Plan for College Savings
Today’s tip will cover “Why choose a 529 plan for college savings?” A 529 Plan is a college savings account that is exempt from federal taxes. These types of plans were introduced in 1996 to help taxpayers save for college expenses for a designated beneficiary. A few...
What is an Irrevocable Life Insurance Trust?
Today’s tip will cover “What is an irrevocable life insurance trust? Also known as an ILIT! An ILIT is created by an individual (also known as the grantor) during his or her lifetime. The ILIT owns a life insurance policy on the grantor’s life via the transfer of...
What is a Trust?
What is a Trust? Simply put, a trust agreement is a document that spells out your wishes upon your death. When the time comes, how would you like your money and property distributed? However, depending on your specific goals and needs, there are many types of...
Which Retirement Account Should I Withdraw From First?
Today’s tip will cover “Which retirement account should I withdraw on first?” If you have a combination of taxable accounts and tax deferred accounts saved for retirement, a straight answer would be to withdraw money from your taxable and tax-free investment accounts...
Will My Retirement Money Last?
If you have been saving for retirement for a while now, you may be thinking how long do I have before I can retire. Or, if you are already retired, you may be thinking will my money last? A few things you should consider about are…Will you outlive your money? And,...
Find Us
2131 Palomar Airport Rd.
Suite 330
Carlsbad, Ca 92011
Phone
(760) 692-5700
FREE Consultation
Click here to schedule a free consultation with us.