Plymouth MI 48170 Archives - Page 4 of 4

20 Jul IRA MISSTEPS

Posted at 11:24h in Estate Planning, Financial Advice, Financial Planning, RMDs, Roth IRAs, Traditional IRAs by Kevin Nast 0 Comments

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A lack of knowledge can lead to problems and disappointments for your heirs. Be vigilant, and be knowledgeable. Do you want to hand your heirs big tax problems? Would you like to hand the IRS a sizable chunk of your wealth? Probably not. But if you...

11 Jul Kevin M. Nast Presents: WEEKLY ECONOMIC UPDATE

Posted at 19:52h in Investment News by Kevin Nast 0 Comments

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WEEKLY QUOTE “A mistake is to commit a misunderstanding.” – Bob Dylan WEEKLY TIP As you shop for groceries, how many impulsive purchases do you make? Impulsive buying might negate the dollars you are saving through coupons and preferred customer cards. WEEKLY RIDDLE A librarian finds that pages have been ripped out of a...

09 Jul EARLY DISTRIBUTIONS FROM RETIREMENT ACCOUNTS

Posted at 11:02h in Retirement Planning by Kevin Nast 0 Comments

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Some tax consequences to remember. There are times when people really need money – and in those times, a retirement account may seem like a conveniently liquid resource to tap. What’s the harm in taking an early distribution from a tax-deferred retirement plan? Well, the tax...

14 May THE CROSS PURCHASE BUY-SELL AGREEMENT

Posted at 00:07h in Life Insurance by Kevin Nast 0 Comments

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Taking Care of Your Business After You’re Gone Business owners are builders. They spend their lives building a business that provides goods and services to their clients and provides themselves a living. But nothing can tear down that lifetime work faster than their own death, or...

31 Mar CHARITABLE REMAINDER TRUSTS

Posted at 18:34h in Retirement Planning by Kevin Nast 0 Comments

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Killing Several Birds with One Stone. In planning for your retirement, you may face several financial issues. Maybe you’d like to generate retirement income, but don’t want to pay capital gains tax on investments you’ve held for several years. Perhaps you’d like to minimize your income...

17 Oct WHY FOUR PERCENT?

Posted at 21:26h in Retirement Planning by Kevin Nast 0 Comments

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Why are retirement plans often created assuming a 4% withdrawal rate? When financial professionals try to estimate just how much money a couple or individual should take out of their savings annually, their model scenarios often assume a 4% annual withdrawal rate. Why is 4% used...

Plymouth MI 48170 Tag

20 Jul IRA MISSTEPS

11 Jul Kevin M. Nast Presents: WEEKLY ECONOMIC UPDATE

09 Jul EARLY DISTRIBUTIONS FROM RETIREMENT ACCOUNTS

14 May THE CROSS PURCHASE BUY-SELL AGREEMENT

31 Mar CHARITABLE REMAINDER TRUSTS

17 Oct WHY FOUR PERCENT?

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