Natalie Choate’s Newest Estate Planning Tips
To judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.
NAPFA Goes to Chicago for Biggest-Ever Annual Conference
NAPFA's biggest-ever national conference, from May 8 to 11 in Chicago, will tackle topics such as practice management, alternative investing strategies, tax planning and more.
A Sly Deduction
When Marvin Rotenberg sits down with people who have recently inherited a big-balance individual retirement account, they get an earful. Certainly Rotenberg, the director of...
Last fall, Kiplinger's Personal Finance ran a story that featured a professional home remodeler who bought a fixer-upper with cash inside his Individual Retirement Account...
CAN A DECEASED INVESTOR OPEN AN INDIVIDUAL Retirement Account? The question may seem ludicrous, but the Internal Revenue Service took it seriously when a young...