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Want to Donate to Harvey Victims? Consider a QCD

As the flood waters slowly recede in the Houston area, many people are asking themselves how they can help the victims of Hurricane Harvey. For those who have IRAs and are charitably inclined a Qualified Charitable Distribution (QCD) may be one way you can help.
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401(k) Issue

My 401(k) has my wife and son as beneficiaries (50% each). I am currently receiving my RMD as monthly deposits....
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7 Things Your IRA Custodian Won’t Tell You

It is important to know what your IRA custodian will tell you and what they will not or cannot tell you. The I in IRA stands for individual and many times it is up to the individual to know things or keep track of them.
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RMD upon owners death

Our father passed this year and was 84. My brother and I are beneficiaries to his traditional IRA, which was...
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15 Things You Need to Know About ESAs

Education is expensive. If you have children and you are concerned about how you will pay the school bills, you know that you cannot afford to overlook any possible option that may help you save. One savings tool that is frequently overlooked is the Education Savings Account (ESA). Here are 15 things you need to know about ESAs.
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