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Life Certain Wealth Strategies on tax efficiency in retirement – LIVING WELL Magazine

January 27, 2012 LIVING WELL Magazine 0

TAX EFFICIENCY IN RETIREMENT

How much attention do you pay to this factor?

By Herb White, CFP, MBA, Life Certain Wealth Strategies, East Denver LIVING WELL Magazine
Could you end up paying higher taxes in retirement? Do you have a lot of money saved in a 401(k) or a traditional IRA? If so, you may be poised to receive significant retirement income […]

Herb White on an Inherited IRA – LIVING WELL Magazine

August 4, 2011 LIVING WELL Magazine 0

AN INHERITED IRA: Here are some things to consider
By Herb White, CFP, MBA, East Denver LIVING WELL Magazine
Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and regulations affecting the inherited IRA. Ignorance could lead you straight toward a tax disaster.
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