Complicated Situations Can Arise Involving 401(k)s When Working After Age 72
Under the still-working exception, you can avoid taking required minimum distributions from your current employer's 401(k) at age 72 or older.
How To Avoid A Penalty On A Late RMD When The Error Isn’t Yours
If the IRA you inherited does not have the year-of-death required minimum distribution withdrawn before the deadline, what are your next steps?
Are You The July 2022 Mega Millions Lottery Winner?
My advice for a big lottery winner? Choose an investment adviser that specializes in managing the ultra-high-net-worth. Or set up your own "family office."
Did You Win The July 29, 2022, Mega Millions Lottery? Watch These Key Dates
If you are the winner of a billion-dollar lottery, there are some important time-related financial decisions you need to make.
Do You Need To Keep An Eye On Your Broker?
Too many times, people believe that brokers’ actions don’t need to be double-checked. But errors occur; they need to be caught.
Do High-Net-Worth Investors Face A Greater Risk Of Investment Fraud?
Some high-net-worth investors could be a target for investment fraud due to a lack of knowledge about complex financial concepts.
What Should Someone Look For When Setting Up A ‘Family Office’?
A family office can handle all things financial for the ultra-wealthy and their families – from investment management to bill paying, tax planning and funding charitable causes.
Don’t Normally File A Tax Return? You May Be Due A Credit (A ‘Refund’) Nonetheless
Those who don’t normally need to file a tax return could benefit from doing so, since they could receive a refund if they are eligible for a tax credit.