Categories Retirement

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Living Trust

A living trust allows easy transfer of assets without probate.

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Nonqualified Retirement Plans

A nonqualified retirement plan is an individually purchased plan in which contributions are not tax deductible but earnings are.

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Probate

Probate is the legal process in which a will or estate of a deceased person is reviewed.

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Qualified Retirement Plan

A qualified retirement plan meets requirements of the Internal Revenue Code and is eligible to receive tax-deferred benefits.

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Roth IRA

A Roth IRA is an individual retirement plan in which the contributions made are not tax deductible.

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SEP IRA

A SEP IRA (Simplified Employee Pension) is a retirement plan designed for self-employed people and small business owners.

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SIMPLE IRA

A SIMPLE IRA is a Savings Incentive Match Plan For Employees.

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Social Security

Social Security is a government system that provides monetary assistance to people.

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Term Life Insurance

Term life insurance is an insurance plan that provides coverage for a predetermined amount of time.

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Trust

A trust is a savings account set up by one party for the use of a beneficiary in the future.

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