HSA Spells Tax-Free Investing
It might seem like the holy grail every investor is looking for: A way to shelter a portion of your income for spending later in life—without having to pay taxes on it, unlike with an IRA. What’s the vehicle that can make this a reality? A health savings account (HSA). If you qualify, HSAs are worth…
Estate-Planning Checklist: Must-Haves
Drawing upon RWA Wealth Partners’ decades of experience, our comprehensive estate and legacy planning checklist includes a glossary of key terms and identifies five critical estate planning must-haves. Once completed, your final wishes will be honored and your family will be unburdened, with appropriate time to grieve instead of picking up the pieces you…
Advanced Trusts: 4 Ways to Protect Your Estate
Traditionally, when we talk about estate planning tools, we focus on revocable trusts—an incredibly important and versatile wealth management tool. But that’s not the end of the story. In some cases, an irrevocable trust may be more appropriate for your needs. Today, we look at four types that can come in handy. Irrevocable Life Insurance Trust (ILIT). An ILIT is…