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After looking over my old custodians records (NFS) I noticed that they started my withdrawals August 1st 2017 with only...

I’m working with an existing client and his estate planning attorney in regards to updating his Prim Bene on his...

Bene is currently retired and has zero earned income as she is currently retired. Her age is 57. Can she...

Hi: My client terminated service from her employer in May of 2016. Her 401k consisted of approx. 400k pre-tax, which...

We have a client that retired mid-year last year and was over 70.5. He left his money in the 401k...

Hi. Client began 72t at 58, now at 60 must take excess and break it. I know he must pay...

One of the greatest benefits offered under ERISA are the anti-alienation provisions, which provide that benefits under a pension plan cannot be assigned or alienated. While there are some statutory exceptions, ERISA essentially prevents retirement assets from being joined in any legal process to collect a commercial debt. These actions include garnishment, attachments, and other similar legal devices. There are some exceptions to this rule, the most obvious being divorce or legal separation.

An early start on tax planning is always good, but this year it is essential. The Tax Cuts and Jobs Act fully rewrites the tax code effective January 1, 2018. To get the most benefit from the changes, while avoiding mistakes under them, update your tax and financial strategies right away.

For 2016, I made a non-deductible contribution to my traditional IRA. I didn’t know about backdoor Roth conversions then. I...

A client and his wife are in a mess. Went to their advisor and withdrew money from 401k accounts, planning...