Tag Archives: beneficiary

  • Beneficiaries

    I’m sure most of you are glad the tax filing deadline has come and gone, although I suspect there are plenty of you that have postponed the inevitable with an extension.  Either way, just getting through the April deadline seems to remove much of the anxiety surrounding taxes in general and can allow us to […]

  • Tax Free? Does it Really Exist?

    Most People Confuse Tax Deferred (will be taxed at some point) with Tax Free (will never be taxed) When most investors hear “tax free income”, they immediately think about investing in municipal bonds which are free from federal income taxation.  There are many financial calculators for the tax free equivalent yield when investing in municipal […]

  • Who is the beneficiary of your 401k or IRA?

    This oversight could cost your loved ones dearly. Something seemingly so easy as to declare the beneficiary of your 401k has caused heartache for many unsuspecting heirs, who are unintentionally left with nothing. Take the case of Ben Langford, who worked at a privately owned company for 25 years.  He named his wife of 38 […]