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I have a client who is a 5%+ owner in a business. He is 70 and will turn 70.5 in...

While reasonably basic to an IRA specialist, the 9 ideas below are often overlooked by consumers and many financial practitioners alike who do not specialize in IRAs. Used appropriately, they may often help individuals and families preserve their retirement wealth. Perhaps they can help you too. Consider researching in more depth on your own, or perhaps broach any of the topics you feel may apply to you in more detail with your financial consultant(s).

Help! I have a client that had her funds in a TSP as a gov’t employee. TheTSP would not transfer...

Remember those savings bonds Grandma and Grandpa bought for you every year to put away for school? If you’re like most people, you – or your parents – put them in a drawer or safety deposit box until they were needed. After all, how much is there really to do with them? The answer, at least from a tax perspective, can be surprising. Here are five things you should know about the tax treatment of Series EE Bonds.

Overbought and over sold mean reversal technical trading system with www.ft100tradingsystem.com/blog Renko bars point and figure and moving averages are...

I sit on a Non-Profit Board 501-C charity. They were left 5% of a Donors IRA. Wells Fargo bank is...

How is it determined that an IRA has no owner? This will depend on both state law and the procedures in place at the institution holding your IRA or employer plan assets. If you have an IRA or an old employer plan where you are no longer making contributions, then there are no transactions taking place within the account. This could leave the account open to escheatment.

If you are a young worker, you, like many other members of the millennial generation, may be juggling student loans and expensive rent. Retirement? That is likely the last thing on your mind, although you may have a sneaking suspicion that the generous pensions that older generations enjoy probably will not be there for you. What can you do now to save for a more secure retirement? Well, for many millennials the Roth IRA is the way to go. Here are 5 reasons why.

Hello, Assume the following: Married couple; Wife is 78; has 2 Traditional IRAs (at 2 custodians) worth around $1.5M. Husband...

If you or a family member encounter financial trouble, you may think that your IRA is a good resource to get you through the crisis. Be careful! While some company plans allow for loans, loans are not allowed from an IRA. To get around this rule, some taxpayers take IRA distributions to get quick cash and figure they will have resources to roll over the distributed amount within 60 days. This can be a dangerous plan as one IRA owner found out in a recent Private Letter Ruling (PLR).