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I have reviewed IRS publication 590 and I believe that I am eligible to contribute $6,500 to a Traditional (deductible)...

Client has 2 annuities. One in his name and the other in his spouse name. They are designated as beneficiary...

I have a client who recently passed away. While living he let a trust mill come in and convince him...

An advisor called about a client who has a bond in his IRA that is in default. He has not taken his required minimum distribution (RMD) from that IRA account for the last three years because the bond is illiquid at this point in time. He does have other IRAs. What should he do?

If one inadvertently misses the December 31st deadline for an IRA conversion, but has paid the tax for that previous...

A married man is 80 and takes his RMD from his 2 Vanguard TIRA’s each Dec. 20. The beneficiary of...

I have an unusual situation from a client: My sister had a fiance that committed suicide in March of 2014....

A client who is already taking RMD’s has a IRA with a trust listed as sole beneficiary. The back-up trustee...

Retirement planning for millions of Americans just changed dramatically. Last night, President Obama signed into law the Bipartisan Budget Act of 2015, which has a significant impact on both Medicare Part B participants and those trying to employ savvy planning tactics to get the most of their Social Security benefits. Here’s what you absolutely need to know.

Social Security is a necessary component of many current and pre-retirees' revenue streams. However, the personal decisions one must make about when to claim the benefit come with tricky formulas and not-so-obvious choices. This example details how the "clear" choice may not always be the right one.