Estimate Your Required Minimum Distribution

by | Oct 27, 2017 | Articles, Resources

Current tax law specifies that once you reach age 70½ you must begin making taxable withdrawals from traditional IRAs and many other retirement plans. These minimum distributions are calculated annually based on your age, the account balance at the end of the previous...

And the Executor Is

by | Oct 13, 2017 | Articles

In her will, American businesswoman Leona Helmsley left $12 million in a trust fund to her dog Trouble. Her four executors were responsible for seeing that her wishes were carried out. In the years after her death, they dealt with challenges from two disinherited...