Choosing the right retirement plan for your business is not one size fits all. Learn more about what to consider when choosing a plan.

When your retirement plan is administered locally, your participants will be calling and chatting with someone who lives and works in the same community.

Your beneficiary designations and jointly held assets can wreak havoc if you don’t coordinate them carefully with the rest of your estate plan.

Estate tax planning can get complicated if you or your spouse is a nonresident alien.

With charitable remainder trust, or CRT, you can give to a charity close to you while improving cash flow and minimizing taxes. Let's take a look.

Tenancy-in-common (TIC) ownership is useful for estate planning if you own a significant amount of real estate.

Owners of smaller businesses may want to consider entering a MEWA to help reduce risk while offering group health or other insurance to employees.

Changing your traditional IRA to a Roth IRA can make a significant impact on your and estate planning and retirement plans.

As year end approaches, it’s a good time to review your estate plan. Here’s what to consider.