IRA assets can generally be divided among multiple beneficiaries in an estate plan. photo credit: n.karim As compared with employer-sponsored retirement accounts, a rollover IRA can provide you with the broadest range of investment choices and the greatest flexibility for distribution planning. Also, a rollover IRA can typically be operated with fewer restrictions. This brief [...]
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Marriage and Money: Finding a Happy Balance
photo credit: Daniel Hug Married couples may transfer real estate and personal property to a surviving spouse with no federal gift or estate tax consequences until the survivor dies. Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax and insurance-related benefits. [...]
About PPS Advisors
The PPS Advisors Team is led by Larry Passaretti, Managing Director. Larry has over 25 years of financial investment planning experience.
