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Inheriting an IRA–What You Need to Know
By Meredith StoudtPosted on March 1st, 2012
The rules governing inherited IRAs can be complicated. Here are the major issues to consider. Transferring inherited IRA assets If you inherit a traditional or […]
Learn MoreBusiness Owner Succession Planning
By Meredith StoudtPosted on March 1st, 2012
Every successful business owner must eventually face the question: What will happen to my business when I become disabled, retire, or die? Sooner or later, […]
Learn MoreThe Month in Review
By Meredith StoudtPosted on March 1st, 2012
The Bureau of Labor Statistics said U.S. payrolls added 243,000 jobs in January, bringing the unemployment rate down to 8.3%. It was the fifth straight […]
Learn MoreMarket Recap – Feb 2012
By Meredith StoudtPosted on March 1st, 2012
The Markets The Nasdaq came on strong for the second month in a row (though at a somewhat slower pace than in January) as it […]
Learn MoreJanuary – Month in Review
By Meredith StoudtPosted on February 1st, 2012
Unemployment was down for the fourth straight month; December’s 8.5% was almost a full percentage point lower than the previous December’s 9.4%. The Bureau of […]
Learn MoreMarket Commentary – January 2012
By Meredith StoudtPosted on February 1st, 2012
The Markets Believers in the January indicator, rejoice! If the first month holds any significance as a barometer of how equities might perform during the […]
Learn More2011 Tax Season Considerations
By Meredith StoudtPosted on February 1st, 2012
You don’t want to pay more in taxes than you have to. That means taking advantage of every deduction and credit that you’re entitled to, […]
Learn MoreRetirement Plan and IRA Limits for 2012
By Meredith StoudtPosted on February 1st, 2012
Many retirement plan and IRA limits are indexed for inflation each year. Some of the key numbers for 2012 are discussed below.Elective deferrals If you’re […]
Learn MoreAnnual Market Review 2011
By Meredith StoudtPosted on January 4th, 2012
The global village became more connected as 2011 was consumed by debt, debate, downgrades, and potential default both here and overseas. U.S. economic data had […]
Learn MoreMaking Financial Resolutions? Look Back at Last Year
By Meredith StoudtPosted on January 4th, 2012
Each new year brings the chance for a fresh start, and the opportunity to improve your financial picture. As you make financial resolutions for 2012, […]
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