The GAO Report and Self-Directed IRAs
February 13, 2017
GAO Report The Government Accountability Office (GAO) recently released a publication on January 9th titled Improved Guidance Could Help Account Owners Understand the Risks...
The Low Down on Required Minimum Distributions
September 13, 2016
You have been an avid saver and have funded your IRA or 401(k) plan diligently over the years. Good for you! However, be aware that once you turn 70 ½ years old, you are...
SEPs vs. IRAs: How They are Similar, How They are Different
April 19, 2016
Small-business consultant Barbara Weltman recently reminded her readers about SEP plans for business owners (SEP stands for simplified employee pension). The basis of her...
Don’t get stuck saying, “I need how much to retire?”
November 20, 2014
Let’s face it: there are a lot of things competing for your hard-earned money. The mortgage, taxes, utilities, your kids’ education, vacations, car payments, health...
