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Bell/Robinson Financial Group
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Charitable Remainder Trusts
Charitable Remainder Trusts
(CRT)
In 1969 Congress created a new type of trust that helped charities and not-for-profit organizations generate more revenue for their causes. In addition to bei...
Read MoreTraditional and Roth IRAs - Which Is Right For You?
There is a wide variety of tax-advantaged ways for individuals to save for retirement. Because of their income tax benefits and because IRAs are so easily established, they have become one of th...
Read MoreWhat Is Permanent Life Insurance?
Once you have determined that you need life insurance, and calculated how much coverage you require, you will have to choose between several types of life insurance. There are two very different...
Read MoreRoth IRA Conversion Review
If you have existing retirement assets in a traditional IRA, you may want to consider converting those assets to a Roth IRA. Possible benefits of converting include tax-free distributions at ret...
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