IRA

The Stretch IRA

A stretch IRA is not officially in the IRS code. It is a wealth transfer method that allows you to potentially “stretch” and even grow the IRA assets over several generations. The strategy involves adjusting beneficiary designations to minimize so-called required minimum distributions (RMDs) over a long period of time.
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IRA Charitable Rollovers

You have done well for yourself. You’ve watched your pennies, saved aggressively, invested wisely, and now, in your golden years, you have a retirement nest egg that is more than you need. You have a philanthropic bent – an alma mater you’re fond of, a charity that is near and dear to your heart. How can you donate to these worthy causes without sacrificing to the IRS more than you think it deserves?
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Recent Tweets

wwm twitter

Small and mid size business owners should take notice to this. We see many business owners that are very... http://t.co/MNZqwuImka
- Sunday May 24 - 12:31am

wwm twitter

We wonder if this applies to US Presidents as well? :) http://t.co/DMLIbZCau2
- Tuesday May 19 - 2:14pm