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IRA DATES & MILESTONES TO REMEMBER

IRA DATES & MILESTONES TO REMEMBER
These are the dates (and deadlines) too often forgotten.

By Herb White, CFP, MBA, East Denver LIVING WELL Magazine

IRAs come with complex rules and regulations. As these rules and regulations are occasionally forgotten or misinterpreted by IRA owners, here is a refresher.
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Stretch out your IRA – Barlow Capital Advisors – LIVING WELL Magazine

Stretch Out Your IRA
Courtesy Dan and R. Brennan Barlow, Barlow Capital Advisors, Denton LIVING WELL Magazine
After years of saving, you’ve accumulated significant wealth in your individual retirement accounts (IRA). So, what do you do next? You may want to think about extending the life of your IRA by stretching out its tax deferral over your life and the lives of your children and grandchildren. […]

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Douglas G. Goldberg, Esq., on retirement plans – LIVING WELL Magazine

Who Should be the Beneficiary of my Retirement Plan?

Douglas G. Goldberg, Esq., Colorado Springs LIVING WELL Magazine
Clients ask this question every day. And every day I have the same answer…
It depends. It depends on whether you want the beneficiary to have more control over the assets or the assets to be better protected from the beneficiary’s creditors, a lawsuit, or a failed marriage. […]