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.
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.
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.
Inherit An IRA? Are You Affected By New 2022 RMD Tables?
2022 may bring a transition for those who have been taking life expectancy distributions from inherited IRAs.
Do You Need A ‘Trusted Contact’ To Help Protect You?
Before you sign a trusted contact form, you need to make sure your contact is just that – trusted. You also need to understand the scope of what you are agreeing to.
If You Are Still Working, Do You Need To Take An RMD?
If you are working for a company when you reach the age for starting RMDs from that company’s 401(k), generally, you can delay taking the RMDs until you retire.