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 Although you cannot claim a tax deduction for them, their earnings are untaxed and there is no income tax due when withdrawn […]
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 […]
As we approach the end of the year, our thoughts turn not only to thankfulness for the blessings in our lives, but also to giving back. One of the great […]
This month’s post looks at the following topics: First Quarter Markets Review Does this Mean Rebalancing into Bonds (?!?!) Have You Seen the Latest From Washington? What it could mean […]
In late 2012 I wrote a summary of potential changes to the tax code in case the U.S. went over the “fiscal cliff.” At the eleventh hour, Congress finally acted […]