Roth IRAs and 401(k)s are wonderful savings vehicles. Although you cannot claim a tax deduction for them, their earnings are untaxed and there is no income tax due when withdrawn […]
This month’s post is a short, but potentially important follow up note on Social Security benefits. Last November, I wrote to make sure my readers were aware of the fact […]
At this time of year, I usually like to write to everyone about charitable giving and thankfulness for the blessings that have come our way in 2015. However, if you […]
This month’s post is a bit more philosophical than usual. Often I provide market reviews, the latest on Washington’s background chatter on things financial, Federal Reserve policy, etc. In other […]
We have historically recommended that clients do trustee-to-trustee transfers when transferring assets from 401(k) to IRAs. But a recent ruling gives you yet another reason to avoid taking a check […]
Recent events at Pimco illustrate how things can change even at the best of firms. We discuss how this illustrates the monitoring required if you use active managers, the limitations […]
The Basics for Those New to Universal Health Coverage Although the Act was approved back in 2010, there has been little specific information on what this might mean in concrete […]