Archive for March, 2014

Finances, Retirement

Inheriting a Retirement Account

Inheriting a Retirement Account

Inheriting a retirement account can feel like winning the lottery. That’s the good news. The bad news is that not following the hard-and-fast rules governing inherited retirement accounts can result in much of that windfall going to the taxman. “The rules are hard-and-fast, and they must be followed to the [...]

by × March 15, 2014 × 0 comments

Finances, Retirement

5 Tax Planning Strategies for Retirees in 2014

5 Tax Planning Strategies for Retirees in 2014

    If you have recently finished filing your 2013 tax return, the last thing you probably want to think about is your 2014 return. But many experts say that now is actually a good time for retirees to get a jumpstart on their 2014 taxes. Here are five areas [...]

by × March 15, 2014 × 0 comments