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Roth Conversion: Take Your Required Minimum Distribution Out First

Posted by Megan Russell on 06-26-2016

A simple summary of how to meet your Required Minimum Distribution in the same year as you perform a Roth Conversion is the axiom: RMD dollars must come out first.

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Testamentary Donor Advised Funds

Posted by Austin Fey on 06-19-2016

An easy estate workaround is to set up a Donor Advised Fund as a Testamentary fund, meaning you aren't funding it yet, but it will be funded upon your death.

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A Guide to Investing in REITs

Posted by David John Marotta & Megan Russell on 06-12-2016

REITs are one way to get some of the benefit of investing in real estate without as much of the risk.

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Can I Contribute to Both a SEP and a 401(k)?

Posted by Megan Russell & Matheson Russell on 06-05-2016

SEP plans offer a powerful way to provide for your own retirement in the same way that 401ks do.

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The Happy Habits of Appreciation and Gratitude

Posted by David John Marotta & Megan Russell on 05-29-2016

Life planning begins as thoughts and ultimately shapes our entire destiny.

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Mailbag: The Practical Limits of 1031 Exchanges

Posted by Matheson Russell on 05-22-2016

Using a 1031 exchange to turn investment property into residential property is possible, but it takes careful planning from the outset.

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How Cookie-Cutter Powers of Attorney Fail

Posted by David John Marotta & Megan Russell on 05-15-2016

This style of Power of Attorney certainly gets the job done, but there are a few ways that the cookie-cutter POA most frequently fails to meet people's wishes.

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What is a Roth Conversion?

Posted by Beth Nedelisky & Matheson Russell on 05-08-2016

If you don't have retirement savings in Roth IRAs, it's time you considered their benefits. Assets in traditional IRAs can be rolled into Roth IRAs without a withdrawal penalty.

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Guidelines for Using Margin

Posted by David John Marotta & Megan Russell on 05-01-2016

Too much leverage is risky because it endangers meeting your goals.

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What is Margin?

Posted by David John Marotta & Megan Russell on 04-24-2016

We don't normally recommend being on margin, but we recommend having the option in case it is needed.

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