by kevink | Feb 1, 2016 | Financial Journeys, Financial Planning
Inheriting IRA or 401(k) proceeds from a friend or relative can be a potentially huge windfall, but it can also be a sizable tax headache. For both the giver and the recipient, it’s worth getting some advice. Bank accounts, stocks, real estate and life insurance...
by kevink | Feb 1, 2016 | Financial Journeys, Financial Planning, Retirement
Create a plan to withdraw your minimum distributions on your terms, while complying with Uncle Sam’s Every day, an estimated 10,000 people reach the IRS trigger age when they must begin withdrawing money from their retirement plans. If you’re among them, it’s wise to...
