IRA

All Advisers Are Well-Versed On Distributions From Retirement Plans

Leave a Comment / financial planning, FINRA, IRA, IRAs, retirement planning, taxes

Yes this is a myth.  And here’s a case in point from IRA guru Ed Slott’s recent article in Financial Planning magazine.  The Greens were awarded $50,000 by the arbitrator! PRACTICE FINRA Award Goes to Client After Advisor’s Tax Oversight By Ed Slott April 11, 2016 Twitter   LinkedIn   Facebook   Google +   Email […]

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I CAN’T AFFORD TO SAVE ANY MONEY THIS YEAR

Leave a Comment / cash flow, financial planning, IRA, retirement planning, Roth, taxes, taxpayer

The heading of this post is, as usual, a myth.  You can save money this year.  Thanks to WealthManagement.com for some of these tips: I think all parents of college-bound kids are aware of the FAFSA.  There is no charge for this application for student aid.  And the early bird gets the worm; funds are limited.

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