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EagleStone Tax & Wealth Newsletter – May 2017

EagleStone Tax & Wealth Newsletter – May 2017

You’ve probably heard that if you withdraw taxable amounts from your 401(k) or 403(b) plan before age 59½, you may be socked with a 10% early distribution penalty tax on top of the federal income taxes you’ll be required to pay.

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EagleStone Tax & Wealth Newsletter – December 2016

EagleStone Tax & Wealth Newsletter – December 2016

A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no retirement savings at all, and of those who did have savings, 42% had saved less than $100,000.

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EagleStone Tax & Wealth Newsletter – November 2016

EagleStone Tax & Wealth Newsletter – November 2016

When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these two important documents may help you decide which strategy is better for you.

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