by Yasmin Peña | Sep 20, 2024 | Life Insurance
When you think about life insurance, you might associate it solely with protecting your loved ones in case of your passing. While this is one of the most important reasons to get it, many don’t realize that life insurance can also offer benefits while you’re alive....
by Yasmin Peña | Aug 16, 2024 | Estate Planning
Do you have savings in a 401(k), IRA, or an annuity and want to transfer them to another retirement account without incurring penalties? Today, I’ll explain the ideal tool for you: What is a Rollover? A rollover is the process of moving your savings from one...
by Yasmin Peña | Jul 12, 2024 | Estate Planning
An IRA, or Individual Retirement Account, is a financial tool designed to help individuals save and invest efficiently for retirement, while also providing various tax benefits. Established in the United States, IRAs offer significant advantages for those planning to...
by Yasmin Peña | Jun 13, 2024 | Estate Planning
Planning for retirement is one of the most important financial decisions you can make. Today, I want to talk about one of the most effective and popular tools in the United States for this purpose: an Individual Retirement Account, known as an IRA. Through an IRA, you...
by Yasmin Peña | May 29, 2024 | Estate Planning
Planning for retirement is one of the most important financial decisions anyone can make in their lifetime. Two popular options for securing a solid financial future are Individual Retirement Accounts (IRAs) and life insurance. Both offer unique advantages and...
