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It’s a well-known fact that the United States spends much more than other developed countries on health care, both in absolute dollars and as a percentage of GDP. With current estimates showing that two-thirds of those aged 65 and over will need long-term care in their lifetimes, there is a good chance that you may …

In today’s fast-moving marketplace there’s no shortage of financial scams, charlatans and investment management shenanigans out to take advantage of unsuspecting investors. You’ve probably seen the e-mail in your inbox sent on behalf of the Nigerian Banker who simply needs you to forward $500 before he can release a substantial windfall in your name. Or …

IRAs, 401(k)s, and other traditional retirement savings plans make up a significant part of many investors net worth these days.  During your working years, the tax deductions for contributions combined with tax deferred growth make these investments attractive for many younger workers. But like the old saying goes, “all good things must come to an …

When properly planned, an IRA rollover should be a tax-free (and a trouble-free) transaction. But you do have to follow the rules to keep the tax-deferred status of your
 IRA assets, or face the consequences of the IRS. The IRS gives you 60 days to rollover funds from a traditional IRA or a similar qualified
 …

Should You Exploit the $5.12 Million Lifetime Gift Exemption? At the end of 2010, Congress handed wealthy taxpayers an unprecedented estate tax planning gift.  This opportunity gives them the ability to shift a large chunk of assets out of their estate tax-free during their lifetimes.  The problem is that the window is short and scheduled …