Category Archives: Uncategorized

Living Trust Tips

If you create a living trust, don’t forget to fund it! Investment accounts, insurance policies, real estate and other holdings must be re-titled or transferred into the trust in order for it to go into effect. If you have a trust and haven’t conducted a funding audit, you may be putting your family in jeopardy […]

Roth 401(k)s vs. Roth IRAs

Roth 401(k)s and Roth IRAs are great investment vehicles to make after-tax contributions in exchange for tax-free growth and tax-free distributions in retirement, but did you know there are multiple differences between the two account types? For instance, contributions limits are over three times higher for Roth 401(k)s than they are for Roth IRAs. Additionally, […]

8 Ways to Extend Your Retirement Assets

As you enter retirement, the number one goal is to make sure your money lasts for the rest of your life. There are many steps you can take to maximize the lifetime of your assets: set a realistic spending rate, prioritize your interests, and stay disciplined as an investor. At Brandywine Oak, we guide our […]