January of 2010 has brought with it a lot of change that is keeping financial and estate planners on their toes. In addition to the repeal of the estate tax (discussed in a previous post), we have been presented with new Roth IRA rollover rules that took effect January 1st, and which now allow anybody,… Read More »
Posts Tagged: Roth IRA
Retirement Fantasy Turned on its Head
People used to think that retirement was a time of placidity and relaxation, a time when all of life’s big surprises were behind you and most days and years would now bring an unchanging idyllic existence… It seems unlikely that this was ever an accurate portrayal of any phase of human existence, including retirement, but… Read More »