When To Convert A Retirement Account To An IRA
Asset Protection Today with Bill Alexander
Bill goes through scenarios of when it makes sense to convert a retirement account to an IRA.
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When To Retire
Asset Protection Today with Bill Alexander
Important concepts to consider before you retire and how to set yourself best for asset protection in retirement.
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After Caregiving
Asset Protection Today with Bill Alexander
Bill continues his conversation with Diane Surgeon as the subject shifts to what you need to do once your caregiving journey has concluded.
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Caregiving Respite
Asset Protection Today with Bill Alexander
Bill welcomes attorney Diane Surgeon to discuss how taking care of yourself when in a caregiving role is an essential part of life planning.
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Minimum Required Distributions
Asset Protection Today with Bill Alexander
Bill breaks down what you need to know about taking money out of a retirement account, before and after retirement.
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401K Mistakes
Asset Protection Today with Bill Alexander
Bill describes how 401K retirement accounts work and how to avoid some common mistakes.
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Long-term Care Options
Asset Protection Today with Bill Alexander
Bill dives in to the options and costs of the various forms of long-term care that are available.
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Umbrella Insurance
Asset Protection Today with Bill Alexander
Bill explains what umbrella insurance is, how it should be used, how much you should have and why it's more important than you think.
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The SECURE Act
Asset Protection Today with Bill Alexander
Bill explains how a potential new piece of legislation could create major changes for retirement accounts.
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Asset Protection with Revocable Trusts
Asset Protection Today with Bill Alexander
Bill goes into detail on how trusts work and how revocable trusts can be used in your asset protection plan to protect your assets from uncertain family dynamics.
info_outlineReal estate can be an excellent investment under the right circumstances. When it comes to owning an investment property, what are your options when you're interested in moving on? In this episode, Bill explains the concept of the real estate exchange, a method of replacing one investment property with another, without having to foot a major tax bill.
There are risks involved with any type of real estate purchase. The most important thing is to get advice from professionals before purchasing any property. Knowledgeable real estate agents, financial advisors, and home inspection professionals are invaluable for their help and knowledge. Understand what factors are involved in your decisions and what your long-term goals are before you make any purchase.
W.G. Alexander & Associates discusses the Veterans Pension in more depth, along with other assistance programs, during our free seminars every second Wednesday of the month at Independence Village of Raleigh at 2:00pm and 6:30pm. Register for our free seminars through our website at www.wgalaw.com, or call us at (919) 256-7000.