If you are changing jobs or retiring, and shares in your company stock are part of your retirement plan, you have an additional option to consider when you transfer this asset out of the company plan. Net Unrealized Appreciation …
What is a Beneficiary IRA?
If you have inherited an individual retirement account (IRA), you may want to transfer the funds into an inherited IRA, also known as a beneficiary IRA. This type of inheritance typically comes from a parent, spouse or other …
Interview: Medicare Expense Planning
Many of my clients (and my own parents) are approaching the age of 65, which means they’ll be eligible for Medicare coverage. But until they are in it, most are uncertain about what a switch to Medicare will mean for …
How to Choose a Retirement Plan for Your Small Business
If you work in the corporate world or in any large organization, you probably have access to a 401(k) plan. You can save there and even get a match from your employer. Easy-peasy.
But if you own a business, …
