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We have a client that passed away in 2011. He had already starting taking RMD’s because he was over 70...

My Client passed in July, 2010 and changed the parent’s IRA to a Beneficiary IRA for the son. The son...

Our clients father passed away in November of 2010. He was the sole beneficiary of his dads IRA. Most of...

scenario: Client directs $1.5 million distribution from IRA to his business checking acct. Subsequently wires the $1.5 million from his...

Have a 59 year old client who inherited a $100k IRA from his “stepmother” (not really sure of relationship.) Currently...

Social Security and Supplementary Security Income (SSI) beneficiaries are receiving a cost of living adjustment (COLA) in 2012, the first time this has happened in several years. While this may sound like a good thing, it’s actually a “mixed bag” for a couple of reasons.

One of the first things you should consider before thinking about selecting a financial advisor is putting together a list of goals you wish to accomplish. This list will provide the basis for establishing your planning objectives.

Employees with higher incomes will be eligible for a tax break if they save in a traditional IRA, can contribute to a Roth IRA, or qualify for the saver's credit. That's just one piece of good news from an IRS announcement late last week. Click to read the others.

October 17th is not the only important date this month for retirement account owners. This past Monday was a date circled on the calendar of many of you. For most of you, that was the final deadline to complete a timely Roth recharacterization of a 2010 Roth IRA conversion (the deadline is now October 31st for certain individuals affected by Hurricanes Irene and Lee, or the wildfires in Texas). Click to read more about why October 31st is also a key deadline to be aware of.

I have a client who had invested $84,000 of IRA funds in Medical Capital Holdings, which turned out to be...