While annuities can be an important way to build wealth, many individuals don’t realize how complicated these insurance products can be. In this article, we’ll walk you through what you need to know about annuity contracts and the five-year-rule.
Many people think it is a good idea to put their child’s name on the deed to their home, especially if one of the parents is deceased. Usually the motivation is…
Estate tax exemptions are much higher than they once were. As a result, it may be worthwhile to review your estate plan and terminate trusts that are no longer needed.
Why naming your Estate as your IRA Beneficiary may not be a good choice.
Traditional IRAs are subject to a unique set of complex rules. Here are 6 significant differences between IRAs and other financial assets.
While retirement might not be a high priority for young children, starting a Roth IRA early and making small contributions can go a long way over time.
Establishing a trust can be a prudent way to pass assets from one generation to the next since it addresses issues that may arise from transferring wealth outright.
Why do the majority of wealth transfers fail? Learn how to have the right conversations with your heirs now so they can learn how to properly manage their inheritance.
Steps you can take to help ensure that your wealth helps future generations.
Managing finances as a recent widow or widower is a hard but necessary task. Rodgers and Associates can provide the help needed to make the transition easier.