I was sitting on the couch going through my reading stack; it was almost bedtime. My wife Jo asked, “Do you think that could really happen?” Being immersed in four straight articles predicting everything from a stock market collapse to a huge currency collapse, I responded with, “The Fed seems to be out of options, the stock market is very […]
» Read moreIn a recent article I outlined some virtues of rolling over a traditional IRA or 401 (k) into a Roth IRA. As baby boomers transition into retirement their concern moves from accumulating wealth to keeping it. Today we are going to learn from a professional who deals with these issues regularly – a certified expert. Good friend Jeff White, President […]
» Read moreGood friend Alex N. recently sent me an article from the Pittsburgh Post-Gazette, “IRA Clock is Ticking”. Author Tim Grant warns, “If seniors unknowingly miss the Dec. 31 withdrawal deadline, it ends up costing them dearly in the form of a tax penalty that amounts to 50 percent of what they should have withdrawn.” He explains the Required Minimum Distribution […]
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