August 30, 2016IRA IRS Now Allows IRA Distribution Deferrals : Required minimum distributions from retirement accounts such as IRAs and 401Ks have been problematic for many seniors who do not...
December 9, 2014IRA, Trust Beneficiaries Should You Name a Trust as Beneficiary of Your IRA? Should you name a Trust as Beneficiary of your Individual Retirement Account (IRA)? Some of us are lucky enough to...
June 13, 2013IRA Decisions About Inheriting an IRA account Question: "My husband died earlier this year and had a large amount of money in his Individual Retirement Account (IRA)....
August 22, 2011Investments, Trusts Responsibility of Trustee Managing Trusts with Investments Question: I’m the trustee on my parent’s trust. Parts of the trust’s assets are held in the stock market. With...
June 22, 2011Investments, Short QA Are 401(k)’s Really a Good Investment? "Twice in the last decade I have watched my 401(k) lose almost one-half of its value. That doesn’t sound like...
June 21, 2011Investments, Short QA Dividend Paying Stocks for People Starting to Plan for Retirement Many of the companies that you want to own have Dividend Reinvestment Plans (DRIPs) in which you can accumulate shares...