Last week, the IRS issued Notice 2024-35, which provided long-awaited guidance on whether non-spouse and not-eligible designed beneficiaries (NEDBs) who
(The Unfortunate Consequences of Long-Term Care Insurance Partnership Plans)
“The nine most terrifying words in the English language are: ‘I’m from the
The author explains two roles he believes Bitcoin may play in consumer portfolios.
Before I begin, there are two important items I need to address. First, for
Inflation is roaring, mortgage rates are soaring, the real estate market and both the stock and bond markets stock are all tumbling – and I have rarely felt
Every year, I write at least an article or two aimed at dispelling the myths that estate planning exists solely in the realm of attorneys and that the estate
Pop Quiz: What is the maximum number of traditional or Roth IRAs a taxpayer may establish?
Answer: There is no limit.
While taxpayers in 2022 are limited to
Where to Put Cash Now
For the past few years, I have been imploring clients to eliminate bond mutual funds and ETFs to protect their “safe” assets in
Where NOT to Put Cash
Now that interest rates have begun rising, some consumers are asking if it is a good time to start investing in bond funds and ETFs again
Over the past couple of weeks, a number of clients have asked me about whether they should take advantage of the recent jump in the interest rate paid on
Access to virtually all human knowledge (financial and otherwise) resides just a click away on the Internet. This has caused some consumers and media pundits to
The LTC insurance market has been in turmoil for more than a decade as insurance companies have come to the grim realization that the policies they issued in
Since 1987, individual investors who were not eligible to make deductible traditional IRA contributions have still been permitted to make non-deductible