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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

A bunch of us know that we are allowed to take our IRA money out, and as long as we put it back in within… Read More »Failed IRA rollover

A recent survey found that most IRA owners had no intentions of taking money out of their IRA. Instead the IRA was seen as an… Read More »Cost of Forgotten Required Minimum Distributions

There is a set of laws lurking out in the shadows that very few IRA owners are aware of, the prohibited transaction rules. Under the… Read More »Prohibited Transaction Exemptions. . . modified?