RETIREMENT and ESTATE PLANNING
Crash Course in Wills & Trusts
This site is a recommended resource for our clients looking at estate
planning. A concise and practical guide to wills and trusts, it covers
legal and practical considerations of income tax and the Federal Gift
and Estate Tax, the disposition of property outside the probate
system, life insurance, powers of attorney, advance medical
directives (living wills), long-term care insurance and more.
http://www.mtpalermo.com/
Estate Planning Legalese - Glossary
Estate planning, wills and trusts often involve unfamiliar legalese.
This site gives you a list of terms as a handy reference and research
tool. Recommended reading.
http://freeadvice.com/law/602us.htm
Roth IRA Home Page
Whether you're planning on setting up Roth IRA, or already have
one, check this site regularly for new law articles, calculators, links
and educational materials. A rich resource.
http://rothira.com/
Protecting Your Pension: Introduction
This handbook focuses on those private sector pension plans where
someone, such as a trustee or investment manager, is responsible
for investing the plan's assets. Although many of the same rules
apply, special rules can apply to employee stock ownership plans and
to pension plans where participants personally direct investment of
assets in their individual plan accounts.
http://www.dol.gov/pwba/pubs/protect/protectoc.htm
CCH Business Owner's Toolkit Guidebook | Individual Retirement Accounts
Everything you need to know about regular Individual Retirement Accounts.
http://www.toolkit.cch.com/text/P08_4820.asp
Individual Retirement Accounts (IRAs)
Everything you need to know about all types of Individual Retirement
Accounts, including where and how to set them up, and a nice
worksheet for comparing IRA options.
http://www.montana.edu/wwwpb/pubs/mt9807.html
AARP Homepage
AARP is a nonprofit, nonpartisan membership organization for people
50 and over. The site provides information and resources on
legislative, consumer and legal issues.
http://www.aarp.org/index.html