Resources

Question: Any suggestions on how to deal with the new rules on accelerated distributions for inherited IRAs?

Question: I recently accepted a job with a startup company and was given shares of company stock at no cost to me in which I will vest over a period of years. Do I have to pay tax on the shares I receive?

Question: I own a stock portfolio which has appreciated significantly in value over the years. Can I transfer the portfolio to my aged mother and have her transfer it back to me upon her death so I can benefit from a step-up

Question:        I am planning to retire and give stock in my business to my children in the next few years.  While I am not expecting any payments in return, I want to continue my salary following my retirement. Can

Question: I have funds in a Roth IRA, a traditional IRA and my employer’s 401(k) plan. Is there a way to avoid selling retirement account assets at a loss as I near