How To Disinherit Your Unnamed Beneficiary
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
October 10, 2019
To Roll or Not to Roll
May 13, 2022
Good question. Whether or not you should roll-over your retirement funds to an IRA….. it depends (#1 in the consultant’s handbook of responses).
Does The SECURE Act Make You More Secure?
April 29, 2022
Looking for retirement security?
Government spending has been out of control for decades and Congress needs to raise revenue. So, they passed The SECURE (Setting Every Community Up for Retirement Enhancement) Act in December 2019. It may secure the government’s future; but, one provision may make your heir’s retirement a little less secure.