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Tag: retirement

Home Posts Tagged "retirement"
Inheriting a Retirement Account

You Inherited a Retirement Account: Now What?

March 24, 2021Kari Voorheesestate plan, inheritance, retirement

For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. Indeed, doing so can be a powerful way to reduce your current income tax liability, grow your savings exponentially tax-free, and, in most states, protect your savings from claims of creditors. And by and large,…

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Headquartered in Chino, Voorhees Law Group PC serves clients in Orange, Riverside, San Bernardino, San Diego and Los Angeles Counties. Our professional roots extend far and wide, providing our clients with access to financial planners, law expertise, courtroom familiarity, real estate agents/brokers, fiduciaries, and productive networking opportunities throughout the Southland, making our clients’ needs easier to manage.

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  • No Such Thing As Too Early: When to Start Planning Your Estate
  • 5 Reasons Why You Need a Living Will
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