by Kenny | Jun 4, 2018 | IRA BLOG
Suppose you unexpectedly incur a major liability, from a lawsuit or some other unforeseen cause. Will the funds in your IRA be protected from your creditors? Maybe … or maybe not. Here are the rules: Federal Law Protection If you own an IRA that you’ve... by Kenny | Jun 1, 2018 | Market review and Outlook
The US stock markets had a roller-coaster ride during the month of May, as the month began with a rally after strong first quarter earnings were reports, trade war concerns subsided, emerging markets calmed, and political instability in Europe was shrugged off. Trade... by Kenny | May 31, 2018 | blog, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Many seniors are stuck with lives of never-ending work—a fate that could befall millions in the coming decades. CORONA, Calif.—Roberta Gordon never thought she’d still be alive at age 76. She definitely didn’t think she’d still be working. But every Saturday, she goes... by Kenny | May 31, 2018 | IRA BLOG
Question: I wondered if it’s possible to convert my traditional IRA to a Roth for 2017 and prior years, and then file an amended return? At least I could offset the higher taxes paid going forward, knowing I will have a tax-free Roth? Thanks very much for your help... by Kenny | May 30, 2018 | IRA BLOG
There is a lot of paperwork involved when you open an IRA account. You have to prove to the bank who you are and that your funds are legitimate. There is an account opening form and a beneficiary form to be completed. After you do all of that, then you get a...