by Kenny | Oct 4, 2018 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst Question: Hi, I am an advisor and attended the Instant IRA Success workshop in 2017 and found it really useful in my practice. I have a client situation I am trying to clarify and am sure you can help. The client ( husband... by Kenny | Oct 3, 2018 | IRA BLOG
By Beverly DeVeny IRA Analyst I just had a call from an advisor with a “complicated” scenario. “Ralph” died and left his IRA to his spouse “Alice.” Ralph was 62 in the year he died. Alice did nothing with the IRA. It remained an inherited IRA and there were no... by Kenny | Oct 3, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Teachers are among the hardest working professionals and have the unique responsibility to prepare our younger generations for the future. And, as educators across the country are participating in another back-to-school season, it is a good time to highlight how these... by Kenny | Oct 1, 2018 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst Generally, taking distributions from an IRA or qualified plan before retirement age should be a last resort. Of course, life has its unexpected pitfalls and at times, earlier access to these funds is necessary. One of the ways... by Kenny | Oct 1, 2018 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst Generally, taking distributions from an IRA or qualified plan before retirement age should be a last resort. Of course, life has its unexpected pitfalls and at times, earlier access to these funds is necessary. One of the ways...