Month: May 2015

All too often it comes as a huge surprise to my clients when they learn that IRA's, Keogh's, 401k's and other qualified retirement accounts that are in pay out status (meaning one is receiving his or her required minimum distribution or a regular periodic payment) are...

You may be the kind of person who is always on top of things. Let's say you are good at planning. Even so, you worry about your child. Having a child with special needs can be difficult, and planning for his or her feature can be overwhelming. When you plan for a...