As 2010 draws to a close, we would like to wish our clients a Happy and prosporus New Year. In addition, be looking for you individual tax organizers in mail the first week of January.
How To Avoid the 10-Year Tax Trap With an Inherited IRA
Inheriting an IRA might feel like a financial win, but the rules today are different than they were just a few years ago. If you’re not up to date, an unexpected tax bill could catch you off guard. Here’s what changed, and how to plan around it. Changes Made by the...