Estate Planning – Lessons from Celebrities

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Posted on 2nd June 2010 by Rita in Life Insurance |Retirement and Estate Planning

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Will and Testament PaperCelebrity follies get our attention when flashed in the breaking news headlines.. but we can get much more out of this news then just the entertainment value. As Eleanor Roosevelt said… “Learn from the mistakes of others. You can’t live long enough to make them all yourself.”

I recently read the article “The lessons of famously bad Estate Planning” in the May issue of Insurance news net magazine. Where many celebs are mentioned who did not have (more…)

Retirement Planning and Life Insurance…

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Posted on 26th February 2010 by Rita in Retirement and Estate Planning

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3 ways they work together – to put you ahead.

When setting your retirement goals, have you thought… “If I should die before those, who depend on me… will there be enough savings for them?”

Here we will understand importance of incorporating life insurance with your retirement plan in order to give you and your family the comprehensive safety net in the event of premature death or disability. As stated on the LIFE Foundation blog: “A retirement plan without insurance is just (more…)

What is an Inherited IRA?

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Posted on 20th November 2009 by Rita in IRA |Retirement and Estate Planning

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Inherited IRA aka: Beneficiary IRA

An Inherited IRA is an individual retirement account (IRA) that is left to a beneficiary after the owner’s death and usually are received from a parent, but can be from anyone other than your spouse.

IRAs are among the largest assets left to beneficiaries. Since Inherited IRAs are specifically (more…)

What is a Rollover IRA?

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Posted on 17th November 2009 by Rita in 401k |IRA |Retirement and Estate Planning

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A Rollover IRA is one of the several IRA types available. The Rollover IRA is used to hold funds from a company retirement plan (401k plan) after you leave the company. There are different ways to invest the money in a Rollover IRA and there is no limit on the amount of money you (more…)