I know what a vast majority of you are doing today: You’ve gotten over your fear that your accountant has forgotten you. …
I’m reading a book called The Better Money Method, which tells the story of how to create tax-free income in retirement. It’s…
There’s an industry rag I read weekly called Investment News. Recently the “Retirement Watch” column reminded planners not to overlook tax efficiency…
In just a generation, retirement planning has changed. Workers of days past planned on three sources of retirement income: the government, their…
I am a huge fan of Health Savings Accounts. I have one for me and my husband. (The kids were cheaper on…
We’re six months away from the Bush tax cuts coming to an end, and Congress does not seem to taking any action…
Roth IRAs offer some great characteristics: Tax-free growth, tax-free access, potential tax-free transfer to heirs, no required minimum distributions, and access for…
Starting in 2010, the tax rules change such that anyone, regardless of income level, can convert his or her Traditional IRA into…
The U.S. government’s currency printing presses have been putting in overtime. Inflation fears lurk around every corner. Why? Because if too much…
