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Posts Tagged ‘circumstances’
July 5th, 2010
(Money Manager) - Conduit IRA plans are sometimes referred to as a Rollover IRA. These plans are designed to temporarily house fund distributions from other qualified retirement plans. They can be used as a temporary solution when a person leaves a company as a means of storing the money accumulated in that company's retirement plan.
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Tags: circumstances, conduit ira, expectation, fund distributions, gap, good solution, ira plan, job, jobs, money, period time, probationary periods, retirement age, retirement funds, retirement plan funds, rollover ira, tax exempt status, temporary solution
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| Posted in Retirement |
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June 12th, 2010
(Money Manager) - A testamentary trust is one of the most common varieties of trusts. These trusts are activated by a person's will at the time of their death. Testamentary trusts are commonly used to provide benefits for a minor child or disabled child even if they are older, in the case of the death of both parents. Testamentary trusts can also be set up under certain circumstances for one's spouse as a way of providing benefits to them.
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Tags: beneficiaries, beneficiary, circumstances, disbursement, discretion, inconveniences, job, monetary control, money, parents, probate court, relatives, responsible manner, testamentary trust, testamentary trusts, time consuming task, trustee
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| Posted in Estate Planning |
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November 9th, 2009
(Shaun Eddy) - Too often financial plans are put on the shelf to collect dust and become obsolete. Financial planning is an in depth process that reviews every aspect of your financial life and provides recommendations on how to achieve your goals.
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Tags: certified financial planner, circumstances, emergencies, exceptions, financial planning, home values, how to achieve your goals, insurance, insurance consultants, investment markets, investment values, liabilities, linear fashion, many things, periodic basis, rise and fall, tendency, unexpected manner, Wills
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| Posted in News and Opinion |
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