Resources

Question:        I am one of three equal owners of a corporation where I continue to work.  I just turned age 70 and am wondering if I can defer the start of required minimum distributions from our company 401(k) plan

Question:        My mother is terminally ill and holds a meaningful amount of property, including traditional Individual Retirement Accounts. Is there a basis step-up at her death on her IRAs and on any of my...

Question:        I own two separate businesses and am considering adopting a profit sharing and 401(k) plan for my employees. Is my advisor correct that the plan must cover the employees of both companies?

Question:        My husband and I recently won the grand prize from my State’s lottery. Can you provide some guidance on how we will be taxed on our lotto winnings?

Question:        I have a significant balance in my individual retirement account. Can I use my IRA to purchase real estate? Answer:          You can purchase real estate from your IRA. Various requirements...