Rules of an Inherited Traditional IRA

By admin | August 24, 2017 |

When inheriting a traditional IRA in a non-spousal relationship, you have different options based on the age of the original account holder of the traditional IRA. If the account holder was under 70 1/2 you have three options: Life Expectancy Method: annual distributions over your life expectancy based on your age in the calendar year following…

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Retirement Planning (It is never too Early)

By admin | July 5, 2017 |

Retirement is one of the biggest experiences that you will have in your lifetime. The planning takes many years of hard work and persistence. The headaches and uncertainty can be reduced with homework, investment plan, and a long term commitment. Retirement planning is a continuous process that even goes on in retirement.   To get…

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CLIENT ALERT: House Passes the American Health Care Act

By admin | May 11, 2017 |

On May 4, 2017, the House of Representatives passed the American Health Care Act (AHCA). With some changes, this is essentially the same law that was pulled from consideration by the House back in March. Compared to the Affordable Care Act (ACA or Obamacare), the AHCA repeals the health insurance mandate for both individuals and…

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