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It is my understanding that public safety employees are not subject to the 10% penalty on early distributions from defined...

I need some clarification on having a charity as a designated beneficiary on an IRA. What I think I know...

If an IRA owner dies after his required beginning date, but before receiving the RMD during the year of death,...

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.