How to Avoid the Headache of Inherited IRAs

How to Avoid the Headache of Inherited IRAs

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How to Avoid the Headache of Inherited IRAs By Alisha Bennett Inherited IRAs are often an enormous source of confusion for clients. Can they create a Check Book IRA with an Inherited IRA? Yes, they can. Can they commingle the funds in the Inherited IRA with their own...
Invest Like a Pro by Learning from the Pros 

Invest Like a Pro by Learning from the Pros 

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Invest Like a Pro by Learning from the Pros By Peter Rizzo Every day, people are realizing that they have this nest egg they’ve saved in their retirement plan and it’s not bringing the type of return they’re looking for. They’ve been chained to only a few investments...
Save Serious Money with These 3 Great Negotiation Tips

Save Serious Money with These 3 Great Negotiation Tips

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Save Serious Money with These 3 Great Negotiation Tips By Steve Sheppherd 1) MAKE YOUR PROFIT THE DAY YOU BUY This is one of my favorite truisms. You have a power when you are buying that you don’t when selling. As the buyer, you can simply walk away and fight another...
The Back-Door Roth IRA (or better yet, the Roth 401k)

The Back-Door Roth IRA (or better yet, the Roth 401k)

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The Back-Door Roth IRA (or better yet, the Roth 401k) By Jordan Sheppherd You probably know that if you make more than $117,000 as a single-filer, or $194,000 as a joint filer, you don’t qualify to contribute to a Roth IRA. What if I told you there’s a simple...