Month: April 2015

Retirement, Income, Tax & Estate Planning.

Sell in May and Go Away???

It’s finally starting to feel like spring and, according to my crystal ball, it will hit 80 degrees on Monday.  At least that’s what is showing me as I pen this on Wednesday morning. After going through our long winters, there’s nothing like a greening of the trees and lawns, the budding of flowers…
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April 30, 2015 0

A Reminder On IRA Rollovers

I’ve written about this before but I’m still getting many questions from clients, so let’s tackle this issue again about the IRS change on IRA Rollovers. In the old days (like last year) you had 60 days to move IRA funds from one account to another.  Let’s say you had a CD come due at…
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April 22, 2015 0