The Estate Tax Dillema Is Over! Oh Really?
The estate tax has been a major source of uncertainty during the last decade since Congress voted to repeal it in 2001 under George W. Bush. However, as Wall Street […]
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The estate tax has been a major source of uncertainty during the last decade since Congress voted to repeal it in 2001 under George W. Bush. However, as Wall Street […]
If you have taken a distribution from your IRA or other qualified retirement plan for 2009 that you did not want, read this article before it’s too late! Most IRA […]
I recently met with several new clients who asked for my help after the bonds or bond funds they had purchased in the last few years had lost value. The […]
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 […]
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, […]
The drafting of important estate planning documents may be the most critical aspect of the estate planning process to protect yourself and your estate from undesirable consequences. Yet it is […]
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 […]
On December 23, 2008, Congress signed into law the “Worker, Retiree and Employee Recovery Act of 2008.” This law allows individuals who would normally be required to take a minimum […]
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 […]
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 […]