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The Complete Cardinal Guide

TO PLANNING FOR AND LIVING IN

RETIREMENT

WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT

3 Tax Benefits of Roth IRAs in Retirement

3 Tax Benefits of Roth IRAs in Retirement

In retirement, taxes change a lot. A source of many of these changes comes from the fact that most retirees are now drawing from their IRAs for income.  Roth IRAs are going to give retirees a triple crown of tax benefits with a proper plan in place for how to use this...

Should I leave my IRA to my kids?

Should I leave my IRA to my kids?

The purpose of an IRA, or a 401(k), is to fund your retirement and provide income when you are done working.  While many retirees use their IRA for this exact purpose, others view it as a wealth transfer vehicle. Many people stuff a large portion of their savings into...

Does Medicare Cover Home Health Care?

Does Medicare Cover Home Health Care?

Health care in retirement starts with Medicare, but Medicare is not where it ends. The fact is Medicare will only pay for a very specific and limited amount of home health care benefits. We will go over what Medicare will cover, what they won’t, and other options you...

Is Social Security going to run out?

Is Social Security going to run out?

There are a lot of myths that go around about Social Security: Social Security is going bankrupt, take it now or you won’t get it, or that the government has been spending it on other things.  There is a report that the Social Security Administration publishes every...

The Good and the Bad of Revocable Living Trusts

The Good and the Bad of Revocable Living Trusts

We have many clients ask us if they should have a revocable living trust as part of their estate plan. Most clients asking this question have attended a seminar selling “revocable living trusts”.  Whether or not you need a trust depends on what you want to accomplish...

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