by Kenny | Aug 30, 2018 | IRA BLOG
By Beverly DeVeny IRA Analyst Question: Hello, I met Ed Slott at an FPA function where he spoke in Independence Ohio, several years ago. I have purchased books written by him, however I am not presently a subscriber to your service. I would appreciate your response to... by Kenny | Aug 30, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
As a retirement saver, we know the tax reform debate of 2017 reawakened the need for you to examine and evaluate your retirement savings plans and educate yourself on all available options for planning. Our educational videos on retirement planning and fixed indexed... by Kenny | Aug 29, 2018 | IRA BLOG
By Jim Glass, JD IRA Analyst As summer ends and fall approaches, so does the season for taking required minimum distributions (RMDs). There is a 50% penalty for failing to take an RMD, so don’t miss one. But don’t just take an RMD, plan ahead now to make... by Kenny | Aug 27, 2018 | IRA BLOG
By Sarah Brenner, JD IRA Analyst You may ask if you should leave your IRA to a trust. This can be a complicated question. Trusts can be complex and retirement accounts are not like other assets. How a Trust Beneficiary Can Get the Stretch If you are thinking a trust... by Kenny | Aug 24, 2018 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Question: To whom it may concern, Quick question. Client’s daughter died at age 41. Client is age 71. Can she combo her daughter’s 401k into her current Traditional IRA since she has to take RMD’s on the traditional and a...