Financial Planning

Qualified Domestic Relations Orders
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
Dividing your assets and debts in a divorce is mostly a matter to be dealt with at the state level, perhaps with the help of your lawyers or divorce mediator. When it comes to retirement investments, however, reassignment must comply with the federal Employee Retirement Income Security Act (ERISA). What does this mean for you?  Read More →
Understanding RMDs
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
After years spent saving for retirement and allocating non-taxed dollars into your retirement savings, the time will inevitably come when you have to pay tax on that money. Although account owners are allowed to begin taking distributions penalty-free at age 59½, they are not yet required to take any money out of their accounts. All  Read More →

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