Estate Planning and Why You Need It

Estate planning organizes how your wealth gets distributed after you die, and it generally involves professionals such as an attorney and your financial advisor. Simply put, your estate plan says what happens to your things when you die. “Your things” … Continue reading

How are the Various Types of Retirement Accounts Taxed?

  Plenty of people know they have an IRA, 401(k), or another retirement account, but it’s likely that many of them don’t understand the tax implications of their own account. As financial consultants, Alpha Fiduciary often advises clients on how … Continue reading