Author Archives: Evan

Choosing Which State’s 529 Plan to Use

Choosing Which State’s 529 Plan to Use

There are tons of articles discussing which State’s 529 Plan to use, however, most seem to focus on expense ratios and fund choices.  While those variables are obviously important I believe there is another issue that is often ignored.  By living in a certain State and participating in that certain State’s 529 Plan you may receive anContinue Reading

What does a Corporate Lawyer and the Genie from Aladdin Have in Common? Friday Trivia

What does a Corporate Lawyer and the Genie from Aladdin Have in Common? Friday Trivia

I had a really interesting conversation with a client the other day.  To give you a little background, I don’t know him personally (that is to say outside one or two conversations), he is 50 years old, successful, not ultra high worth successful but amazingly comfortable, couple kids, a wife and he wanted to mapContinue Reading

Required Minimum Distributions in 2010

Required Minimum Distributions in 2010

As part of the economic recovery the federal government suspended required minimum distributions in 2009, but RMDs are back for tax year 2010 and forward so a Required Minimum Distribution primer is definitely needed.  While there are actions you can take if you forget your RMD it is much easier to be proactive and actually take your RMD!Continue Reading

Welcome Baby Boy

I had mentioned that The Wife Was Pregnant well as you can tell from the title of the post, my tweets and my lack of online activity in the past couple days we had our baby!  Before anyone asks in the comments, Yes, I refer to her as The Wife in real life and YesContinue Reading

Is Your State a Socialist State?

States within our Federalist Society can act very differently from one another, for example, one State can allow same sex marriages while another can totally ban it then we sprinkle in a bit of the Federal Government and the Full Faith and Credit Constitutional Provision to make it all that more confusing. What does thisContinue Reading