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An IRA is an appealing way to save for retirement: Make a contribution and enjoy tax savings. But eventually, the tax bill comes due—when you take your annual distributions and again when you leave your assets to heirs.
(Vail Daily) Vail Health and Vail Valley Charitable Fund are working together to assist locals with living expenses during a medical crisis so that they can focus on what matters most — healing.
Ever look at the calendar and marvel at what year it is? Has that much time really gone by? When changes happen, it’s important that your will reflects them.
Have you set up your will or trust? If so, great! Named beneficiaries for your retirement accounts and life insurance? If you have, you’re on a roll.
The act of giving through your estate plan involves reflection and forethought. It also warrants a conversation.