Of all our clients, there are only a few who do not have at least one IRA account. Of the many that do, few of the IRAs are the same. Some have traditional IRAs and some have Roth IRAs. Some have Simple and some have SEP. All IRAs. Some could have a Beneficiary IRA and…

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Are you still working and did you have income from wages this year?  If so, you (and your spouse) can add money to your IRA accounts this year.  If you’re over 50, you can contribute up to $6,500 per year per person.  Under 50, the maximum contribution is $5,500 this year  If you’re over 70 ½, you can’t contribute to…

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I know…I know…it’s a holiday weekend.  I decided to really be a bum and close our offices today (Friday) to make it a four day weekend.  If you’ve shut down mentally until after Labor Day, just put this column aside until you are ready to re-engage. Sometimes I feel like I sound like a broken…

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With summer just about over, it’s that time again – time for kids and grandkids to go back to school.  The past few weeks have been full of purchases and preparation by parents and grandparents all across America to get the kids prepared for the new school year. Just as important, this is also the…

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So many of our clients have turned 70 this year…and here I thought all the men were away fighting the war in 1943.  Go figure!  And of course, if you have IRAs, 401(k)s, 403(b)s or deferred comp plans, you know the best part of turning 70 is that you are now required by your favorite…

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