Robin is a long-time client and is retiring at the end of this year. In a recent meeting she asked if she should roll over her 401k retirement plan to a self-directed IRA. For many people, their retirement plan is one of their largest financial assets, along with...

Very few people stop learning once their formal education is over. Whether you took a few classes to burnish your professional credentials or collaborated with coworkers to bring projects across the finish line, learning was probably essential to your career success....

William is a client that utilizes a Qualified Charitable Distribution each year to meet the RMD obligation from his IRA. As an aside, a QCD is a distribution from your IRA made directly to a charity and is available after age 70 ½. This is usually a tax-smart move for...