Zachary Dristol


Choosing the Right Place to Retire

Retirement has become a hot topic amid the recent economic turmoil prompting one to invest time into thinking about strategy and money for future use. Finding the ideal place to live during those retirement years has been a crucial decision for many. Before packing those furniture and speeding off to that dream place of...
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How Can I Benefit from a Charitable Remainder Trust?

Hard economic conditions and natural disasters can have one positive side: bringing people together and bringing out the best in them. After natural disasters like earthquakes and hurricanes, communities have been brought together and have had an impact on the whole country. Their fellow Americans have also done their part by giving generously to...
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New IRS Rules Can Help You

Not everyone likes the rules that require retirees to take minimum withdrawals annually from their retirement accounts. However, they will be glad to hear that in 2002, the Internal Revenue Service (IRS) implemented new rules that changed how these withdrawals – known as required minimum distributions (RMDs) – work. While those with 401(k)s, IRAs,...
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A New Chapter for Retirement

John F. Kennedy stated, “Change is the law of life. And those who look only to the past or present are certain to miss the future.” This is evident when it comes to preparation for retirement. Expecting past ways of funding retirement to support future retirees is unrealistic. With old ways rapidly vanishing, today’s...
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Small Business Legislation Boosts Annuities

As first stated in a January report released by the Middle Class Task Force, the Obama administration is encouraging the promotion of annuities, along with other sources of guaranteed income, for the American worker. In addition, another step forward was made more recently with the enactment of the Small Business Jobs Act. It allows...
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How Can a Living Trust Help Me Control My Estate?

At the time of a person’s death, a living trust controls the distribution of an estate and means avoiding many taxes and fees, depending on the trust used. With a living trust there is a trustee that controls the property that has been given by another person, who is the trustor, which is a...
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