Estate Planning Archives - Invest with Steve!

Asset Transfer Pyramid – Estate Planning Explained

July 12, 2015 By Stephen Reh MBA CFA® CFP®

Asset Transfer Pyramid – Estate Planning Explained One of first keys to Estate Planning is understanding how assets transfer. The “Asset Transfer Pyramid” provides are great visual aid. The top of the pyramid takes priority. If an asset transfers by any step above, it will ignore the layers below it on the pyramid. Therefore, to […]

Guest Blog Article from Ann Garcia, CFP® – The Secret 529 Plan Bonus

The Secret 529 Plan Bonus I would like to thank Ann Garcia CFP® for writing this very informative article on education planning. Ann Garcia, CFP®, is a fee-only financial advisor with Independent Progressive Advisors and author of The College Financial Lady blog. Thanks again Anne! – Steve Reh When it comes to college savings, the tax […]

Guest Post by Michael J. Garry, CFP®, JD/MBA – Taking the Road Less Traveled

Taking the Road Less Traveled As a continuation of the Fee-Only Financial Advisor blog sharing group, this month’s post comes to us from Michael Garry, a Financial Advisor in Newtown, PA. “Two roads diverged in a wood, and I— I took the one less traveled by, And that has made all the difference.” […]

Guest Blog – Gregory A. Johnston, CFA®, CFP®- 401(k) After-Tax Contributions

401(k) After-Tax Contributions Background If you work at a company offering a 401(k) plan, you could defer $18,000 of pre-tax wages to the 401(k) plan ($24,000 if you are 50 or older). The advantage is that contributions are not included in your current income and, therefore, not taxed. Let’s say you are a […]

Stephen Reh CFA® MBA CFP®

Asset Transfer Pyramid – Estate Planning Explained

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