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DEADLINE - Minimum Required Distributions - April 1st

You cannot keep funds in your retirement accounts forever (unless they are certain ROTH accounts).  Eventually, you will have to take required distributions.  These required distributions from retirement accounts are taxable income to you and cannot be rolled over into another tax deferred account. 416 more words


Thinking of buying a home-Start saving now!

By Kira BrechtMarch 24, 2015 | 9:29 a.m. EDT+ More

They say your home is your castle. If you’ve been renting your castle and dreaming of owning a home, you aren’t alone.  845 more words

Buying A Home

Roth IRAs vs. 529 Savings Plans

Photo credit see link

Ed Slott is known as America’s CPA. I have worked with Ed for years and he always has nuggets of wisdom. 107 more words

The Rise of Self-Directed IRAs

There is currently an explosion in the self-directed retirement industry. Following the financial downturn of the last decade, there has been a change in the way people view their investment assets. 230 more words


No charitable IRA rollover, no problem.

I love that title.  Not mine though.  It is the title to an article in Investment News (click to see it) that picks up on a recent theme of mine of encouraging donors to go ahead and use IRA funds (under various caveats) for charitable giving (with or without the IRA giving provision!).   342 more words

Property Update (10 March 2015)

Timely for Govt to review studio apartment scheme: Property watchers | channelnewsasia.com

SINGAPORE: Two-room Housing and Development Board (HDB) flats and studio apartments have different lease periods, but both are similar in terms of their sizes and layout, and given the similarities, property watchers say it is timely to review the studio apartment scheme, as the Government ramps up building of two-room units. 383 more words

Real Estate