Arvest

Quick question: Would you prefer to inherit—1. A $200,000 portfolio of stocks and bonds, or 2. A $200,000 IRA invested in the same stocks and bonds? All things being equal, the IRA should be your second choice since it comes with an income tax obligation. Most...

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Serving as a caregiver for a child or adult who has special needs brings unique challenges and is an admirable role. Each disability can present unique challenges, which require unique solutions. However, one common challenge involves managing financial resources,...

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