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?


Multi-Generational IRAs


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