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Articles

Taking 529 Plan Withdrawals
Now that we are in the spring, many parents are getting ready to send their high school seniors off to college for the first time.  Because of this, I am getting a lot of calls from clients on how to best take withdrawals out of their 529 Plans to pay for college expenses.  First off, […]
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Dealing With The New ObamaCare 3.8% Tax
As most people are at least worrying about how much longer they can procrastinate thinking about their 2013 Tax Return (Tuesday April 15th), American taxpayers have just 11 more days to either file or extend. Many of you reading this newsletter also have to deal with many new taxes related to the American Taxpayer Relief […]
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3 Things Most Financial Planners Do Wrong
Three Things That Most Financial Planners do Wrong! Usually when I talk with reporters they ask me my thoughts or ideas on planning topics. Last week, I got a very different question that really made me think. The reporter asked “What are the three things that most financial planners do wrong”? That reporter knows that I […]
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New Ruling On 60-Day Rollovers Could Cost You
Have you considered, or have, taken an IRA 60-Day Rollover? If case you are not familiar, this is a process that allows an individual to take money out of their individual retirement account, without taxes or penalty, as long as the money is replaced back into a tax-deferred account within a 60-day period. However, if […]
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