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Recent Stock Market Rally!

What a rally we've had in the stock market this summer! For those of you who read my May 10, 2009 blog article, you know how I feel about what's going to happen next. The market can't continue to increase at this pace! The question is not whether a correction will occur, but when it [...]

Savings Bonds

Savings bonds have been around for many decades and have continued to be a popular investment because of their safety. The most recent savings bonds are classified as E Bonds, EE Bonds, H Bonds, HH Bonds and I Bonds. This article will provide a brief overview of the characteristics of each of these types of [...]

Roth IRA Conversions

The Roth IRA became available in 1988 and, for the first time in history, allows someone to save for their retirement completely tax-free. This new development has been looked upon as the best thing the government has ever done for investors. But what if someone has already retired or is near retirement and has accumulated [...]

Inherited IRA

One of the most common and costly financial mistakes occurs as a result of someone inheriting an IRA or other retirement account and not following the distribution rules. Many IRA beneficiaries don't even know that there are rules that must be followed. Unfortunately, ignorance of the rules doesn't reduce the drastic penalties that may occur [...]

Required Minimum Distributions

For all individuals who have an IRA or other type of retirement plan, there comes the dreaded day when they turn 70-1/2 and need to begin taking their Required Minimum Distributions (RMD). They've invested prudently and deferred paying their taxes all these years, and now it's payback time. You see, when their IRA was born, [...]