Who are you listening to? Why?
A number of great articles that have implications for retirement planning came out this week. The first was pretty much a mind expander. Its a… Read More »Who are you listening to? Why?
A number of great articles that have implications for retirement planning came out this week. The first was pretty much a mind expander. Its a… Read More »Who are you listening to? Why?
There is a lot of buying coming from the middle east. Way back when I was both a commodities and stock broker. The standard joke/statement… Read More »Beware of Fancy Talkers
Back in 2001 a new provision was added to the tax code that allows IRA owners to fix a problems with their rollovers. Yeah, the… Read More »IRA Rollover Fixes
Just today a bankruptcy court in Florida reached the same conclusion; inherited IRAs do not have asset protection, inherited IRAs are not exempt assets. This… Read More »Are inherited IRAs asset protected?
As the economy sputters and falters even more it is pretty much a foregone conclusion that more people are going to start running behind on… Read More »Can the IRS take your IRA?
A few years back the financial community, in particular insurance agents, really pushed the concept of a 412i plan as a way to save money.… Read More »412i lawsuits. . . can’t sue the insurance company