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Specialized Services Corporate Executives Employer-sponsored benefit plans provide a lucrative yet complex way to build wealth. Understanding how your plans work, how to maximize their benefits and how to integrate them into your financial plan is crucial. Depend on us to stay informed as lawmakers continually change the rules and regulations. We are experts at [...]
One of the most attractive features of the Roth - the ability to avoid Required Minimum Distributions ("RMDs") - is under attack by the Obama White House. Under the clever euphemism of "harmonizing Roth RMD rules with other retirement accounts" President Obama's fiscal 2015 budget calls for a provision that would require Roth IRAs to [...]
It may not be Roe v. Wade or Brown v. Board of Education but Roth v. Roth is bound to make history. Hyperbole you say? Of course it is. You try making finance interesting! By now we're familiar with how our 401(k) plans operate and much has been written about the pros/cons of Traditional v. Roth IRAs but the [...]
Proposed legislation from our friends in the House and Senate: HR 5318 (The Small Business Investment Penalty Relief Act of 2010) would waive the 10% penalty on early distributions from retirement plans if the funds were used for small-business investments. The bill is similar to HR 3612 and HR 3390. S 3720 and HR 6099 [...]
On August 17, 2006, President Bush signed The Pension Protection Act of 2006 (“PPA”). Contained therein are lots of things for Corporate America to act upon but tucked away in the close to 400 pages of legalese are several important changes that will impact individuals – particular emphasis given to retirement savings and charitable giving. [...]