What do you do when you inherit an IRA? Good question. Most people don’t know the rules and regulations pertaining to inherited IRA assets. You should. You, not the IRS, should benefit the most in this circumstance.

Little details you need to know about. What’s new? Every year brings changes in tax law, and some of these revisions always seem to affect IRAs. Here is a look at some of the new wrinkles for 2011. You can’t defer income resulting from a Roth IRA conversion in 2011. If you converted a traditional [...]

It starts on November 15. What is changing – and what isn’t? This fall, we have another Medicare enrollment season coming – and in the wake of health care reform, some things will start to change while other things will remain relatively the same. Will Part B premiums increase in 2011? They probably won’t – [...]

Stocks that tend to pay sizable dividends. Institutional and individual investors buy preferred stocks because they offer fixed dividends – in fact, dividend yields are typically greater than those of common shares.1 Preferred stocks are occasionally called hybrid securities, because they have characteristics of debt instruments as well as equities. Let’s review some of their [...]