Most people are aware that taxes may be owed on the transfer of estate assets, but people tend to be foggy on the details, until it’s too late to do anything about it.
There are opportunities to trade options using Roth IRAs, but investors must follow many of the same rules that apply to traditional IRAs.
Just because Warren Buffet wants billionaires to sign his giving pledge, doesn’t mean you have to. However, not everyone wants to leave everything to their kids.
Most of us don’t realize how important it is to save and plan for retirement, until we’re around the corner from that big change. Sometimes you can catch up, and sometimes you have to delay retiring.
We may never know how one of the founders of Microsoft structured his estate plan. His finances were addressed wisely, and his legacy will likely continue for many years, if not many generations.