Are Your Beneficiary Forms Up To Date?

HAPPY THANKSGIVING!… ARE YOUR BENEFICIARY FORMS UP TO DATE?   While you are giving thanks for all your blessings, it is a perfect opportunity to also take a moment to ...

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Top 10 IRA Mistakes To Avoid

Top 10 IRA Mistakes to Avoid Taking the wrong RMD amount. Taking distributions too early. Failure to properly identify designated beneficiaries. Not knowing the special rules for spousal IRA beneficiaries. ...

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Rollovers and Tax Withholding

Rollovers and tax withholding A client recently explained that his 401(k) plan sponsor made an error and withheld 20% for taxes when all he did was “rollover” the 401(k) funds ...

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Disparate Retirement Stats for Women

Disparate Retirement Stats for Women The financial woes women face in the workforce exist beyond disparate wages. 80% More Likely to Be Impoverished After Age 65 According to a recent ...

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Simplifying IRA Lingo

simplifying IRA Lingo Conversion, Recharacterization, Reconversion, oh my! IRA terms can get confusing so here are just a few IRA related definitions that are commonly asked about: ROLLOVER Assets are ...

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Be Careful with Self-Directed IRAs

Be Careful with Self-Directed IRAs Thinking of a Self-Directed IRA? Did you hear or see a commercial or receive a solicitation letter about investing in a self-directed IRA? The IRS ...

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Protection from the Market Roller Coaster

Protection from the Market Roller Coaster The market plunges!… Wait, it’s going up!… No, it’s down again!… Sound familiar? Unfortunately, recent market volatility we’ve all been watching on the news ...

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Got CDs!

Got CDs! If you’re like most CD owners, it’s disappointing to get such low CD rates. Yes, you are technically exchanging safety for those low rates, but how safe and ...

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Review Your Documents!

Review Your Documents! Don’t wait until it’s too late…failure to review your retirement planning documents can spell DISASTER for your beneficiaries yet this failure is surprisingly common. Recently a client ...

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End of Summer State Tax Facts

End of Summer State Tax Facts Thinking about where you want to retire? Here are a few state tax facts to ponder as summer winds down and we all get ...

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