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How are my assets distributed upon my death?

How are my assets distributed upon my death?

by Vid Ponnapalli | Dec 12, 2015 | Estate Planning

In the recent past, I met several young families with children who are concerned about what happens to their hard-earned assets when they die. As we talked through, I realized they all have two simple goals: 1) to ensure their immediate family members receive the...
Retirement money in ex-employer’s plan? Here is what you need to know

Retirement money in ex-employer’s plan? Here is what you need to know

by Vid Ponnapalli | Dec 8, 2015 | Retirement Planning

When changing jobs from one employer to another, I heard from many a simple question: What should I do with the qualified (tax-deferred) money that is in a plan sponsored by ex-employer? What are my options? While choosing the exact option depends on individual...
How to save more taxes if you are charitably inclined?

How to save more taxes if you are charitably inclined?

by Vid Ponnapalli | Dec 3, 2015 | Charitable Planning

When it comes to saving money and planning for financial future, there is one certain question on anyone’s mind: How can I save money on Income taxes? What strategies help me reduce my tax bite? There is no better time of the year than now to plan for this. Presented...

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