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Archive for May, 2009


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 …

Recent Stock Market Rally

As I’m sure most investors are aware, the stock market has rallied in the last eight weeks in an unequaled—and unsustainable fashion. Although it has been great for their portfolios (assuming some of their investments are still in the market), …