Retirement Planning Archives - Werner Law Firm

Retirement Planning

Estate Planning With Retirement Benefits - Werner Law Firm

Estate Planning With Retirement Benefits

An increasing number of Americans are growing the bulk of their wealth through retirement accounts (such as IRAs and 401(k)s), especially as defined benefit pension plans have become increasingly rare. Few people are expecting to survive on Social Security exclusively. With this investment comes to an important question – what will you do with the

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6 Key Retirement Planning Steps to Take - Werner Law Firm

6 Key Retirement Planning Steps to Take

Retirement can be fun; a chance to revitalize old interests, explore your passions, seek a new purpose, enjoy time with your loved ones, or dedicate yourself to something other than work. But to get to all that, you must first prepare how to get there through successful retirement planning. As pensions become increasingly rare or

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Naming a Trust as Your Retirement Beneficiary - Werner Law Firm

Naming a Trust as Your Retirement Beneficiary

Retirement accounts can be a great way to ensure that you have a robust nest egg as you age, and if you happen to pass away with something left on the account, it will go to your loved ones. But which ones? That’s where assigning a retirement beneficiary to your various assets and accounts becomes

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