Posts Tagged ‘beneficiary’
Overview of the Wisconsin Retirement System (WRS) Pension
Written By: Ryan Rink CFP®, ChFC®, CLTC® The Wisconsin Retirement System (WRS) pension is one of the top funded and managed public pension plans in the United States. We often find that many clients with a WRS pension know they have a pension benefit, but don’t quite understand how it works. Below are answers to some…
Read MoreHow to Handle ‘Leftover’ 529 Balances
By Ryan Rink CFP®, ChFC®, CLTC® How to Handle ‘Leftover’ 529 Balances 529 plans are one of the best savings vehicles for college. However, deciding on the right amount to save to a 529 plan can be challenging. The actual cost of college can depend on a variety of factors, such as if the child…
Read MoreGuest Blog – 5 Gift Options for Tax Savvy Charitable Planning
By Lauren Iwema, CAP®, Senior Advisor, Charitable Estate Planning for the American Heart Association Maybe you’re charitably minded or perhaps you have a tax situation such as a high-income year from selling a business or property? Then consider five ways to make a charitable gift. One thing is clear in working with…
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