Matthew N. SchmidtOct 7, 20202 minRISKS OF DIY ESTATE PLANNINGEstate planning is a lot more than filling out forms.
Matthew N. SchmidtJun 25, 20202 minWHY YOU SHOULD REVIEW YOUR BENEFICIARY DESIGNATIONSDo your beneficiary designations on your financial accounts and retirement accounts reflect your current wishes?
Matthew N. SchmidtApr 22, 20202 minFUNDING A REVOCABLE TRUST IN MISSOURIA revocable trust offers you many potential benefits; However, unless your revocable trust is “funded,” it will be of little value.
Matthew N. SchmidtMar 19, 20202 min SECURE ACT: 10-Year Payout Rule ExceptionsThe SECURE Act does include exceptions to the 10-Year Payout Rule for inherited IRAs and 401(k)s.
Matthew N. SchmidtJan 30, 20203 minThe SECURE ActThe SECURE Act is a comprehensive bill that could have significant implications as to your retirement and savings.
