1010 Monarch Street, Suite 220
Lexington
KY
40513
Phone:
(859) 223-4973
Fax:
(859) 224-1288
E-mail:
At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.
Shows how transfer-on-death designations help avoid probate costs.
Summarizes new 401(k) features introduced under the SECURE 2.0 Act.
Explains hospital observation status and its billing pitfalls.
Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.
Estimate the future value of your current savings.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Will you be able to afford nursing home care?