Site search

Good Afternoon, A question was posed today that I’ve never been asked. I coming the board looking for guidance Can...

If someone has separated from service after attaining age 55 and rolls over their lump sum pension into an IRA,...

Does one of your clients have a special needs child? Are you starting to plan yourself for a special needs child? Jeffrey Levine details 3 tips you should follow when planning for a special needs child.

If you are an IRA owner and are over age 70 ½ this year, you have to take your required minimum distribution (RMD) by December 31, 2013. If you want to give money to charity this year and haven’t yet taken your IRA RMD, you should consider giving your RMD directly to the charity.

Question on the first page. Page 369, center column, last paragraph. Have I broken down the concept correctly? Husband and...

Do you have a will? Most people who need one, realize that they need one. Most of those people actually do something about it and put a will in place for their estate. But what is your will really doing for you?

I am getting different answers from everyone I talk to, so I’m trying to see if I can settle on...

Good Afternoon I’ve received the follwing questions numerous times of late. I am unable to locate a clear answer Question...

It's that time of year. The leaves are falling. The holidays are coming. And retirement planning quickly turns to year-end conversion questions. To help the financial advisor-client team with your year-end Roth conversion planning, we have assembled a FAQ list below.

Have client who is 90 and net worth is approx. 764k (she is not doing well) Am I correct in...