A grantor retained annuity trust (GRAT) may allow you to transfer significant assets to your children with favorable gift and estate tax results.
People aged 70 ½ and older must withdraw their required minimum distributions from most traditional and Roth retirement accounts.
People are living longer, which presents a number of financial planning opportunities and challenges. One part of your financial strategy should include preparing to live longer so you don’t run the risk of outliving your retirement nest egg.
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