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...