News Update

60-Day IRA Rollover

The 60-Day IRA Rollover Rule

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Will it apply to your retirement savings distribution?   If you receive a distribution from your IRA or workplace retirement plan, what will you do with it? You will probably want to arrange an IRA rollover – a common and useful financial move designed to take these...

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Retirement Age Rising

Retirement Age Rising

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Some workers expect to remain in the workforce until 70 and beyond.   A new survey from CareerBuilder reports a portion of workers do not plan to retire before 70. In fact, with the retirement age rising, some workers do not think they will ever be able...

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Key Estate Planning Mistakes to Avoid

Key Estate Planning Mistakes to Avoid

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Too many people make these common errors.   Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major mistakes can occur. The following blunders...

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