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My understanding is the following: Let’s say you have the Barney and Betty Rubble family and that Barney is a...

I’m all but certain that there is no special provision for using 401K funds to pay off Student Loans but...

The big issue in the news these days is how to resolve the "debt ceiling" issue. In essence, our legislators are just trying to figure out how much of a loan, as a nation, we can take. As the events of the recent past have taught us, borrowing can be a dangerous game, but when it comes to IRAs, borrowing can be more than just dangerous. It can be a fatal error that can decimate a lifetime of savings.

I am looking for guidance on the following the situation Let’s say a client names a trust as an IRA...

The main perk of retirement is freedom. The freedom to sleep in late. The freedom to play golf five days a week. The freedom to talk about the laughs and tears of the last 30 years. This comic illustrates one of the great benefits of retirement...well, along with a safe and secure stack of money to afford you a comfortable, enjoyable trip through your golden years.

My mother passed away recently and my sister and I are the beneficiaites of her IRA on an equal basis....

This is an unusual situation and I haven’t been able to find an answer. Perhaps someone else has dealt with...

[u][b]Facts[/b]:[/u] At retirement, at age 55, client rolled over his 401k plan to a Traditional IRA. This is clients only...

I am 62. In 2009 and 2010 I converted several stocks from my traditional IRAs into three Roth IRA accounts...

Retirement is sometimes, especially in this economic climate, NOT planned. That is why proactive planning at a young age (when you start working) is so important.