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TJ Hansen talks binder approach, FRAs, RMDs, supplementing Social Security income, and the importance of asset allocation both before and during retirement

Personal
Retirement
Retirement

11/2/2023

Owning assets jointly with a child may not be the right estate planning strategy

https://www.ubt.com/learning-center/blogs/owning-assets-jointly-child-may-not-be-right-estate-planning-strategy

Do you own assets jointly with your child or other heir? Learn the pitfalls associated with this estate planning strategy.

Personal
Estate Planning

11/6/2023

SECURE 2.0 Webinar: What's Coming in 2024

https://www.ubt.com/learning-center/videos/secure-20-webinar-whats-coming-2024

The second of UBT's two-part series on SECURE 2.0 from March 29, 2023. The webinar addressed key provisions of SECURE 2.0 relating to employer-sponsored plans.

Business
Employee Benefits

10/17/2023

Payable-on-death accounts require careful coordination with your estate plan

https://www.ubt.com/learning-center/blogs/payable-death-accounts-require-careful-coordination-your-estate-plan

If you’re looking for an easy way to transfer assets outside of probate, payable-on-death accounts might be right for you. Just beware of potential pitfalls.

Personal
Estate Planning

1/9/2023

Run the numbers before donating appreciated assets to charity

https://www.ubt.com/learning-center/blogs/run-numbers-donating-appreciated-assets-charity

If you’re considering donating appreciated assets to charity, your adjusted gross income may come into play.

Personal
Estate Planning
Estate Planning

1/13/2023

A single parent’s estate plan should address specific circumstances

https://www.ubt.com/learning-center/blogs/single-parents-estate-plan-should-address-specific-circumstances

If you’re a single parent, does your estate plan adequately address the care of your minor children should you become incapacitated or die suddenly?

Personal
Estate Planning
Estate Planning