Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.Continue Reading!
Published by Paul West I was listening to the great Eagles song, Take it Easy, on iTunes Radio recently. The song made me reflect and think about what clients want to feel from the services provided by their Wealth Advisor and advisory firm.
If you have been named as Trustee or Successor Trustee of another’s Irrevocable Trust, you may be wondering what exactly the role entails. For Successor Trustees, your duties will not begin until the current Trustee is no longer able or willing to perform in that capacity.
“I think you have to learn that there’s a company behind every stock, and that there’s only one real reason why stocks go up. Companies going from doing poorly to doing well or small companies grow to large companies.” – Peter Lynch
Published by Jake Bleicher The price of oil has been cut in half since June when West Texas Intermediate (WTI) was selling at $107 per barrel. The excitement has provided ample fodder for industry analysts and media journalists to speculate about future prices. Some of the leading soothsaye …
America leads the world in gun ownership per capita with 90 guns existing per 100 residents. According to the Pew Research Center, 40% of individuals age 65+ own at least one gun. Some of the guns that are owned are classified as “Title II Firearms” and are regulated by the National Firearm …
Your first step should be to talk to Human Resources at your old job, as well as your new job, to get individual information on what each plan allows. Once you know what you can and cannot do, you can follow one of the following steps.