Against all expectations, the people of the United Kingdom voted to leave the European Union with 52% of voter supporting the action. Global leaders are stunned, as many of them,…
Author: CKS Summit Group
Loan Forgiveness Could Lead to Unexpected Taxes After Death
Loss is hard. Taxes can make it harder. (more…)
What To Do If You Inherit an IRA
We know IRAs come with their own set of rules–minimum age for withdrawals, required minimum distributions after a certain age, taxes, and penalties to enforce them. But what happens when…
Why Having a Will Is the Way-- Where Prince Went Wrong
We’ve all seen it in the news lately. The meticulous Prince died without a will. The claims on his estate are already beginning to roll in, from siblings and relatives…
Physical & Mental Health Keep Golden Years Golden
Going into retirement, we spend a lot of time focused on being financially prepared. But we often neglect to think about how we are going to maintain our health. Being…
4% For Life: Can the 4% Rule Support You Throughout Your Retirement?
It appears to be a relatively simple rule. It’s the 4% rule. Just withdraw 4% of your nest egg every year of your retirement and guarantee yourself a lifetime of…