Inheriting An IRA? Time To Learn The Ropes
While an IRA is an easy asset to inherit because it bypasses the probate process, trouble lurks beneath the surface if you are not informed.
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If the IRA you inherited does not have the year-of-death required minimum distribution withdrawn before the deadline, what are your next steps?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.