Book Review: “The Successful Retirement Guide”
: “The Successful Retirement Guide: Hundreds of Suggestions on How to Stay Intellectually, Socially and Physically Engaged for the Best Years of Your Life,” Kevin R. Price, Rainbow Books, Inc. 2009 Reviewed by Frederick C. Rieck, attorney This book was not a happy choice. In retrospect, it is clear that the title should have warned […]
How To Leave An IRA To A Child Who Has a Disability
SEPTEMBER 27, 2010 VOLUME 17 NUMBER 30 This is so confusing to clients, but it needn’t be. The rules are actually simpler than they seem. Stay with us, and we’ll walk you through it. OK, here’s the set-up: You have three children, one of whom (the youngest) has a disability. We’ve decided to name her […]
Non-Lawyer Trust Preparation Group Shut Down in Indiana
MAY 3, 2010 VOLUME 17, NUMBER 15 United Financial Systems Corporation looks like they can do it all. According to their website (which you will have to look up for yourself — we don’t want to point to it since it still includes information about how to sign up for the activities that have now […]
Roth IRA Conversion in 2010 More Attractive For Some
JANUARY 11, 2010 VOLUME 17, NUMBER 2 Recent changes in federal regulations affecting the Roth IRA now make this retirement savings plan available to wealthier individuals. We list some of the factors to consider in determining whether to convert your existing traditional IRA to a Roth IRA – so that you can discuss the matter […]
Pension Protection Act of 2006 Includes Little-Known Benefits
NOVEMBER 13, 2006 VOLUME 14, NUMBER 20 Even as the recent national election was ramping up late last summer, Congress passed and the President signed the Pension Protection Act of 2006. Billed as a great boon to most workers, the Act may not have nearly the advertised effect—primarily because of a continuing shift away from […]