Facts of Interest


Ex-Wife Gets 401(k) Plan


Ex-Wife Gets 401(k) Plan

How safe is your CD?


How safe is your CD?


Unintended Tax Consequences




Who’s the B-O-S-S?


Tax-Free Retirement



Common IRA Mistakes That Can Be Avoided

White Papers



Who Inherits Your IRA, the IRS or your Heirs?


Annuities v CDs

Long-Term Care

ATS LTC Info-Graphic


LTC Information

ATS LTC Poster


LTC Solutions

Beneficiaries Tables

Government Resources

IRS Website
Official website for the Internal Revenue Service

IRS Publication 590-A
Contributions to IRAs

IRS Publication 590-B
Distributions from IRAs

IRS Publication 560
Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)

IRS Publication 575
Pension and Annuity Income

Social Security Website
Official website for the Social Security Administration


Required Minimum Distributions (RMDs)

72t.net RMD Calculator

FINRA RMD Calculator

72(t) Substantially Equal Periodic Payments (SEPPs)

72t.net SEPP Calculators

Bankrate SEPP Calculator