Transition Planning Associates

07/21/2024

Have you considered second-to-die life insurance? This option covers both partners and offers benefits after the second person passes, which could make it a smart choice for ensuring your heirs are financially protected.

07/19/2024

Think you’re too old for life insurance? Think again! Many are now incorporating it into their retirement planning.

07/19/2024

June is back to continue discussing Ed Slott’s latest book, "The Retirement Savings Time Bomb Ticks Louder" in this week's episode!

Listen in as we talk about the role of life insurance in retirement planning, the "retirement sweet spot," and more 👇

More here: https://www.tag-pa.com/the-retirement-savings-time-bomb-unpacking-ed-slotts-new-book-part-2

07/07/2024

Effective tax planning hinges on staying informed and proactive, especially given Congress's ability to change tax rules at any time.

07/05/2024

Your retirement accounts grow over time, but so does your potential tax bill. It's not just about saving for yourself; it's about planning wisely for your beneficiaries too. With tax rates set to change after 2025, now's the time to learn how to maximize your retirement savings.

07/04/2024

June recently appeared on TV to discuss Ed Slott’s latest book, "The Retirement Savings Time Bomb Ticks Louder."

Ed is a nationally recognized IRA distribution expert known for his ability to turn complex tax strategies into understandable and actionable advice.

As an elite member of his organization, June will share why this book is a must-read for anyone with long-term savings in IRAs or 401(k)s in this week's podcast episode 👇

Listen here: https://www.tag-pa.com/the-retirement-savings-time-bomb-unpacking-ed-slotts-new-book-part-1

03/05/2024

How will 2024 impact the markets and YOU? Here's what history shows about market performance during election years.

Discover what could happen in 2024.

02/27/2024

Curious how 2024 will impact your investments? Check out which election years brought opportunities and why.

See the return trends for 2024.