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  • Getting Started
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Leave an Inheritance for Future Generations with a “Trusteed IRA”

by Leslie Marenco | Oct 31, 2014 | Articles, IRAs / 401(k), Trusts

According to the Investment Company Institute, the use of IRAs for retirement saving has increased in the past decade, with $6.5 trillion invested in traditional and Roth IRAs. But how much of those assets will pass beyond the primary beneficiaries to the next...

Even When the IRS Messes Up, It Still Gets Paid

by Leslie Marenco | Oct 31, 2014 | Articles, IRS

  The Internal Revenue Service recently admitted that it made an error in its initial valuation of Michael Jackson’s estate, as reported in Forbes. Now, before anyone gets too excited, correcting this valuation “mistake” has actually increased...

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