Posts
Time to Check your Beneficiaries
Did you know there are assets that will not transfer to your heirs based on the instructions in your will? Instead, these assets transfer based on a beneficiary form you filled out. While many advisors recommend you check your beneficiary…
2013 IRA Contribution Deadline
Have you made your 2013 IRA contribution yet? It’s not too late. You have until April 15, 2014 to make IRA contributions. Last year the IRS raised IRA contribution limits to $5,500 for individuals under age 50 with an additional $1,000 for…
