End of Year Thoughts

At year-end we often think about what is important to us.. family and friends. First I want to thank each and every one of you for either being a client, personal friend, professional friend or family. I love helping people and if this blog has helped one person I have…

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IRA Late Rollovers… Are They All Treated the Same?

Section 408(d)(3)(A) of the Internal Revenue Code (the”Code”) provides that you may take a distribution from your individual retirement account (“IRA”) without paying tax IF you roll over the same amount to the IRA within 60 days of the withdrawal. Further, you can only do one rollover a year. Someone…

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New Social Security Law Change…

Many of us are reaching the age when we have to consider when we are going to collect social security. Help in making that decision can be found on the Consumer Financial Protection website.  The law has recently changed regarding file and restrict and file and suspend techniques in claiming…

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