Here’s a recap of our most-read articles from 2024. Missed any? It’s not too late to catch up! Please note that some articles have been updated with 2025 limits or information.
1. Which Trust is Best for You? (Top 4 Choices in 2024)
With all of the options out there, it can be hard to choose which trust is best for you. Trust Point is here to help. We’ve put together this glossary to define some of the most common types of trusts and why they’re used. Continue reading to learn more about which trust is best for you. The blog also features a video overview.
Continue reading “Which Trust is Best for You? (Top 4 Choices in 2024).”
2. Top 4 Benefits Of Setting Up A Family Foundation
Setting up a family foundation allows philanthropically-minded families to achieve any number of worthy goals while also providing significant tax benefits. Many donors are surprised to find that they need not be extravagantly wealthy to create their own family foundation.
Learn about four benefits of setting up a family foundation in this blog.
3. 4 Common Types of Trusts Compared (Pros & Cons)
If you’ve ever considered setting up a trust for your estate plan, you may know that there are a wide variety of trusts out there with different stipulations and purposes. Here are four of the most common trusts and why they’re used, plus some other trust options that might work for you.
Wondering what trust is right for you? Continue reading “4 Common Types of Trusts Compared (Pros & Cons).”
4. Solving the Social Security Puzzle – Social Security Split Strategy
When to start receiving Social Security retirement benefits is an important decision, especially when you consider retirement could span 20 years or more. That’s where a Social Security split strategy can help.
This blogs dives into details on Social Security eligibility, spousal benefits, and other considerations to keep in mind when determining when to start collecting Social Security benefits.
Continue reading “Solving the Social Security Puzzle – Social Security Split Strategy.”
5. How to Make Additional Contributions to Your 401(k)
Saving money comes easier to some than others. Good money management means having the discipline to consistently put money aside and save versus spend in order to stay on track with your financial goals.
Whether you are a consistent saver or need some help putting funds away for retirement, there is always room to do more. This is especially true for your 401(k).
Continue reading “How to Make Additional Contributions to Your 401(k)” to learn about the current regulations for 401(k)s and different ways to make additional contributions.
6. Is Having A Retirement Mortgage A Good or Bad Idea?
Is having a retirement mortgage a good or bad idea? If you’re planning for retirement, you should consider the pros and cons of having a mortgage before stepping out of the workforce.
Continue reading “Is Having A Retirement Mortgage A Good or Bad Idea?” to learn more.
7. What is a Corporate Trustee and Why Do I Need One?
It’s important that the assets you have spent your life accumulating are well managed and properly administered. A corporate trustee can be a beneficial option for ensuring your financial wishes are executed, especially if you have a large estate with diverse assets, and complex tax considerations. In this blog, we’ll take a look at what a corporate trustee is, and why you may want one.
Continue reading “What is a Corporate Trustee and Why Do I Need One?.”
8. Annuity vs Mutual Fund: Which Is Right For You (Pros & Cons)
When it comes to annuities vs. mutual funds, Americans—particularly retirees—have historically been buyers of variable annuities. But lower tax rates on profits from the sale of investments have resurrected an old debate: are taxable mutual funds a better investment for accumulated savings than variable annuities?
Gain valuable insights in this blog, “Annuity vs Mutual Fund: Which Is Right For You (Pros & Cons),” which also features a video overview.
9. Top 20 Fastest-Growing Retirement Destinations
Considering relocating in retirement? Explore the cost of living in different major U.S. cities – take into account factors such as expenses, natural surroundings, outdoor activities, proximity to family, and optimizing Social Security benefits for healthcare and state taxes.
This blog covers the top 20 cities in the United States with the highest growth of residents aged 65+, as of mid-2024.
Continue reading “Top 20 Fastest-Growing Retirement Destinations.”
10. 2024 Tax Guide: Quick Takes for the New Year
View the 2024 income tax brackets, long term-capital gains tax rates and insights on some factors that may impact your tax situation in this guide. Stay tuned for an updated blog on 2025 limits, coming soon!
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