Should I Use My 401(k) Now in the Pandemic? – Annapolis and Towson Estate Planning
My 401(k) has dropped $31,000 in three weeks. Should I borrow some now to prevent bigger losses?
How the CARES Act has Changed RMDs for 2020 – Annapolis and Towson Estate Planning
Here is what you need to know about delaying required withdrawals from a retirement account until 2021.
What Do I Need to Retire? – Annapolis and Towson Estate Planning
One of the biggest threats to your financial security isn’t the markets, interest rates or even your job security. It is a lack of preparation, particularly for unexpected events, that usually leaves investors reeling when markets swoon. If you haven’t protected yourself from the potential downsides in life, after all, then it’s difficult to maneuver when the unforeseen strikes.
Am I Making One of the Five Common Estate Planning Mistakes? – Annapolis and Towson Estate Planning
When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.
What Does Recent Legislation Mean for the Generation-Skipping Transfer Tax (GSTT) Exemption? – Annapolis and Towson Estate Planning
Recent legislation provides unprecedented opportunities to minimize or avoid estate, gift and generation-skipping transfer taxes (GSTT).
Big Mistakes in Planning for Retirement – Annapolis and Towson Estate Planning
You're chugging along with your savings goals, but are you really doing everything right? See if you're at risk for getting off track due to four all-too-common mistakes.