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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.

Purchasing investment products in isolation from the larger context of your specific situation is like pushing random buttons on a vending machine in order to provide a Thanksgiving dinner for your family.

Here are nine steps you should take to make it more difficult for criminals and identity thieves to steal your personal information.

Apparently the idea behind asset allocation is more complex than they think.

There is an obscure tax rule that allows a one-time Traditional IRA-to-HSA conversion called a Qualified HSA Funding Distribution (QHFD).

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.

The fact that we have an 80% “generous grandparent” tax is ridiculous.

There are several strategies for using a donor advised fund which will help determine your asset allocation.

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

David M Zolt writes in his article “Industry needs to rid itself of misleading labels” that “profound misrepresentation is just one of the many ways the financial services field misleads customers with language.” It is absolutely true. He explains: Language … Read More

The term “fee-based” was created specifically to confuse consumers.

Facebook added the “Legacy Contact” feature that allows you to designate a Facebook Friend of yours who you would like to gain access to your Facebook page after you have passed away.

Very few consumers actually read the SEC filings for the firms they have engaged.

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

The larger the spread, the more likely you should neither buy nor sell the asset.