Category Archives: Planning Your Retirement
Annuities: A Complex Subject
I recently came across an article published in the Wall Street Journal on March 8, 2011 written by Lavonne Kuykendall, entitled, “Making the Case to Buy an Annuity.” Continue reading
Another Look At The Differences Between IRA Transfers And Rollovers
Consumers should understand the differences between IRA transfers and rollovers. They may sound similar, but are not. Distributions may occur differently, but in both instances, if not handled properly, onerous tax consequences may result.
Diversification and Rebalancing
There are many items, which consumers must understand in order to become reasonable investors and to have an understanding of why the markets work the way they do. In many instances, these items are somewhat counter intuitive, meaning that you … Continue reading
Get The Right Advice When Making A Change In The Beneficiary Of An IRA
There are often times when professionals should just adhere to their individual disciplines. When they choose to go outside of their known realm of expertise, they can give incorrect advice that can cost a client thousands of dollars. Consider the … Continue reading
IRA Transfer vs Rollover
One of the biggest mistakes consumers make is in the area of IRA rollovers. Typically, when this happens, paperwork is generated by the trustee of the plan so the funds may be rolled over to an IRA. A rollover may … Continue reading