Inherited IRA Withdrawal Rules: A Guide to the SECURE Act’s 10-Year Rule
Have you inherited an IRA since January 1, 2020? If so, the clock may be ticking for ...
What to Do After a Parent Dies: A Checklist for the Sandwich Generation
This article includes a five-phase checklist that walks through what to do after a pa...
What Is Estate Planning?
Estate planning is a proactive, forward-looking strategy that helps individuals, fami...
What Are the Advantage Offerings?
Modern Wealth Management's Advantage Offerings connect investments, taxes, estate pla...
How to Write a Beneficiary Letter of Instruction: Purpose, Key Details, and Tips
A death in the family can be complicated, especially for the loved ones who were le...
Caregiving for Aging Family Members: The Care Conversation
In our first Speaker Series webinar, President and Co-founder Jason Gordo was joined ...
Reviewing Your Beneficiary Designations: When Should You Update Them?
When is the last time you reviewed your beneficiary designations? If it’s been seve...
The Great Wealth Transfer’s Great Impact on Women
Did you know that $124 trillion is projected to transfer by 2048 according to a Decem...
5 Key Estate Planning Items to Address
As we prepare to celebrate National Estate Planning Awareness Week, let's review thes...
Gray Divorce and Its Financial Impact
Have you heard of the term "gray divorce?" It refers to the trend of rising divorce r...
Inherited IRA Rules and the SECURE Act
The rules of inherited IRAs can be extremely difficult to understand due to the SECUR...
The Great Wealth Transfer Has Arrived
The Great Wealth Transfer is here and will continue to evolve over the next two decad...