by Jeff Iannone | Dec 20, 2014
A retirement nest egg may make you feel like you’ve locked down your financial future, but don’t get too comfortable. Getting hit with a liability lawsuit in your retirement years could turn your life upside down.While your insurance may cover some damages...
by Jeff Iannone | Dec 1, 2014
Roth IRA accounts are a big part of new guidance from the IRS on long-term retirement savings. A new rule allows for the after-tax portion of 401(k) plans to be separated from the pre-tax portion and moved into a Roth IRA, resulting in tax-free growth from then on for...
by Jeff Iannone | Nov 20, 2014
Some parents assume that if they position their assets creatively, they can strengthen their child’s chances of receiving financial aid. But in most cases, this isn’t financially smart or necessary. Some assets will matter, but not as much as you might assume; schools...
by Jeff Iannone | Oct 1, 2014
The Internal Revenue Service has just announced the cost-of-living adjustments and other dollar limitations for retirement plans that take effect January 1, 2015.Maximum Defined Contribution Plan Annual Addition$53,000 – increase of $1,000 from 2014.Effective...
by Jeff Iannone | Sep 10, 2014
I have had this conversation many times with clients and other friends or family members. Some don’t like to do business with family members. Others don’t want to say no, but are concerned about how to approach it. Whatever your hesitation or lack thereof...
