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Inherited IRAs: Don’t Touch Without First Consulting a Professional

October 17, 2019

If you have inherited an IRA, there are some important rules you must know to avoid some painful and irreversible consequences. The very first step to take is to contact… Read More

Categories: Investing, Retirement Tags: Financial Planning, inherited IRA, Investments, rules about Inherited IRA's

How to Determine Your RMD (Required Minimum Distribution)

October 14, 2019

You probably know that when you reach the age of 70½ you are required to make annual withdrawals from your retirement accounts upon which you will be taxed. There is… Read More

Categories: Retirement Tags: 70½ Rules, RMD, RMD's

Are You Taking Too Much Risk with Your Bonds (Or Paying Too Much)?

October 14, 2019

Until very recently (2018), bond brokers were not required to disclose the markup that they are charging for the bonds they sell to their clients. Even today, while the markup… Read More

Categories: Bonds, Investing Tags: bonds, cost of bonds, Investments, risk of bonds

How Investment Fees and Expenses Work

March 13, 2016

How Fees Work: There are three types of fees associated with mutual funds that are charged to the investor: Expense ratios: All mutual funds have expense ratios, which range from… Read More

Categories: Investment Fees Tags: investing, investment fees, Investments

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