Making a Contingency Plan
When you open a 529 college savings account, you’ll be asked to name a successor or contingent owner of the …More
When you open a 529 college savings account, you’ll be asked to name a successor or contingent owner of the …More
Careful handling of an inherited IRA can lead to long-term wealth building. Suppose Betty Jones dies and leaves her IRA …More
When you create a charitable remainder trust (CRT), you can specify a stream of payments to a beneficiary or beneficiaries …More
If you become ill or injured, a power of attorney will be extremely valuable. This document is drafted by you, …More
Variable annuities allow you to put your money into a variety of investment accounts, including stock funds, while deferring the …More
If you draw up a will, any property included in that will must go through probate before it can pass …More
In 2008, you can give away up to $12,000 worth of assets to any number of people without owing gift …More
Should your will include a bequest to a 529 college savings plan? Your will could leave a certain amount with …More
Don
The way in which assets are titled can be vital. The main options are: Your own name. Holding assets this …More
A savvy estate planning move may be to put your home (or a second home) into a qualified personal residence …More
In many estate plans, the first spouse to die (usually the husband) leaves his assets to the surviving spouse (usually …More
The simplest, least expensive tactic for dealing with potential incapacity is to put some assets in joint ownership, with right …More
As you head into retirement, should you pay down your mortgage, reducing your debt burden? Or should you hold onto …More
You may have several options when deciding who should be the beneficiary of your IRA. Your spouse: He or she …More
If you
You can create a revocable trust (sometimes called a living trust) and transfer most, if not all, of your assets …More
Asset protection strategies are gaining popularity but there are some points to keep in mind before you take any actions. …More
Deferred annuities (fixed or variable) may be considered the opposite of life insurance because annuities can help you protect against …More
To trim your taxable estate, you can make unlimited gifts to a spouse and to charity. Also, an annual gift …More
TSP | L Income | L 2020 | L 2030 | L 2040 | L 2050 | G Fund | F Fund | C Fund | S Fund | I Fund |
---|---|---|---|---|---|---|---|---|---|---|
12 mo | 5.04% | % | 11.41% | 13.41% | 15.14% | 0.87% | 4.73% | 17.16% | 36.45% | 9.99% |
YTD | -0.10% | % | -0.32% | -0.37% | -0.41% | 0.07% | -0.71% | -1.01% | 2.85% | -1.09% |
Jan | -0.10% | % | -0.32% | -0.37% | -0.41% | 0.07% | -0.71% | -1.01% | 2.85% | -1.09% |