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, 2014
IRA, Trust Beneficiaries
IRA, 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, 2013
IRA
IRA
Decisions About Inheriting an IRA
Question: "My husband died earlier this year and had a large amount of money in his Individual Retirement Account (IRA). I...
August 22, 2011
Investments, Trusts
Investments, Trusts
Fiduciary Responsibilities of Trustees 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, 2011
Investments, Short QA
Investments, 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, 2011
Investments, Short QA
Investments, Short QA
Quick Advice on 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...