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  I get really annoyed when people quote any talking heads without taking into account one’s personal situation. I am not sure why, but I can’t stand blind faith in anyone except maybe your version of a Creator. A LOT of personal finance bloggers, Talk Show Hosts, and house wives all over the country take the words Continue reading Sometimes 401(k)s are Better than IRAs  I briefly mentioned in my Article about Missing RMDs (Required Minimum Distributions) that RMDs were actually suspended for tax year 2009 (but remember not 2008!). Well, today I found a great Q&A/Follow up on the Wall Street Journal Personal Finance Section website. It is appropriately titled “Details on the New IRA Rule” and was written Continue reading WSJ Follows up on Suspended Required Minimum Distrubtion for 2009 January 19th, 2009 | Tags: ira, Qualified Accounts, Qualified/Retirement, RMDs, WSJ | Category: Qualified/Retirement | One comment
 As the baby boomers get older, and we continue to hear the oft repeated saying,
We are about to experience the greatest transfer of wealth in history One of my planners recently asked my opinion about a situation – his client, a concerned parent, is about to retire and has approximately $2,500,000 in qualified Continue reading Naming a Trust as Beneficiary of an IRA |
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