Video: What Do I Need for an Estate Plan?

Video: What Do I Need for an Estate Plan?

How to build a foundation for your estate and plan for the future. Ryan and Gabe face hard topics and offer great advice on setting up an estate plan. How You Can Prepare Financially for the “Storms” of Life With COVID-19 happening, one of the questions...
5 mistakes people make regarding their estate

5 mistakes people make regarding their estate

  At Strategic Retirement Plans we work with each client to make sure all 5 areas of their financial plan are complete. However, many times when we begin working with new clients we find gaps in what they believe to be a complete plan. In these cases, one of the...
Supreme Court Rules on Inherited IRAs

Supreme Court Rules on Inherited IRAs

As a result of the Supreme Court’s recent decision in Clark v. Rameker, IRA assets inherited by a nonspouse beneficiary are no longer protected from creditors in a bankruptcy proceeding. Background In 2005, the Bankruptcy Abuse Prevention and Consumer Protection...