Last December, the White House Conference on Aging held its first meeting in 10 years. The conference addressed the growing number of baby boomers reaching retirement and highlighted how a large number of them are contemplating volunteering. More and more retirees are volunteering for charities and non-profits in an effort to contribute to their community…

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Learn how to successfully plan for your future. Transfer your IRA,401K,403B and other Qualified Plans into a plan that you have upside returns without downside losses. Roth Conversion, go Tax to Tax Free,pay Tax on the Seed and not the Harvest. Become Totally Debt Free in 1/3 to 1/2 the time without changing your lifestyle.…

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Estate planning is the process of accumulating and disposing wealth before death of an individual or estate owner. The most important goal of estate planning is to make sure that the greatest amount of the estate passes to the estate owner’s intended beneficiaries while paying the least amount of taxes. In this article, we will…

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Retirement planning aims to secure financial solvency during retirement, but estate planning aims to save estate taxes and rights in the case of death. Learn the difference between estate and retirement planning from an estate planning and probate lawyer in this free video on estate law. Expert: Brad Wiewel Contact: www.texastrustlaw.com Bio: Brad Wiewel is…

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If you participate in an employer-sponsored retirement plan or an individual retirement plan, you may be eligible for a tax credit. This credit used to be known as the Retirement Savings Contributions Credit (RSCC). It is now known as the Savers Credit and applies to individuals that meet the following income and filing status: •…

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This is a text from a retirement plan administrator of the deceased citizen from CALIFORNIA name Bryan A.” If no benificiary designation is on file , the Retirement Plan provides a benificiary that will be determied in the following order of priority: (1) surviving spouse or domestic partner; (2) surviving children ; (3) surviving parents;…

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Learn how to successfully plan for your future. Transfer your IRA,401K,403B and other Qualified Plans into a plan that you have upside returns without downside losses. Roth Conversion, go Tax to Tax Free,pay Tax on the Seed and not the Harvest. Become Totally Debt Free in 1/3 to 1/2 the time without changing your lifestyle.…

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There are now no required minimum distributions from your IRA or retirement plan for 2009. This is huge for seniors. Though many news sources have reported this change, here, noted retirement planning expert Jim Lange explains in detail how to proactively take advantage of this new tax law. Seniors can now make a Roth IRA…

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