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Social Security Retirement Age and Benefits

Social Security Retirement Age and Benefits

Social Security Retirement Age and Benefits by ACTEC Fellows Crystal West Edwards and Rosemarie S. Sam What are the advantages and disadvantages of taking Social Security retirement benefits early, at age 62? Should you delay taking Social Security retirement benefits...
Utilizing Positive Psychology in Your Estate Plan

Utilizing Positive Psychology in Your Estate Plan

Utilizing Positive Psychology in Your Estate Plan by ACTEC Fellows Raymond C. Odom and Stacy E. Singer ACTEC Fellows  Raymond C. Odom and Stacy E. Singer discuss the role of positive psychology in estate planning. Learn about the importance of effective estate...
How the SECURE Act May Impact Your Retirement Plan

How the SECURE Act May Impact Your Retirement Plan

How the SECURE Act May Impact Your Retirement Plan by ACTEC Fellows Steven E. Trytten and Nancy H. Welber The SECURE Act, enacted in December 2019, changes everything in regard to estate planning with retirement benefits. ACTEC Fellows Steven E. Trytten and Nancy H....
IRAs and IRA Beneficiaries

IRAs and IRA Beneficiaries

IRAs and IRA Beneficiaries by ACTEC Fellows Stacy E. Singer and Svetlana V. Bekman IRA beneficiary designations can be confusing. Learn the essentials of naming IRA beneficiaries from trust and estate experts ACTEC Fellows Stacy E. Singer and Svetlana V. Bekman....