Seek Coaching When Exceptional Outcomes Matter
By Ralph Bender, MBA, CFP®
Training for a marathon, like funding a Retirement Plan, is about both quantity and quality.
Focus on the Long Run
IRA Accounts
Controlling Your IRA Beneficiaries
By Ralph Bender, MBA, CFP®
It has been fifteen years since Rob and Gina were first subject to the Required Minimum Distribution (RMD). They both turned 85 this year, and as with so many events in their lives.
How to avoid a 50% penalty tax on your Required Minimum Distribution – Part 1
By Ralph Bender, MBA, CFP®
Rob married his high school sweetheart Gina just after he safely returned from the Vietnam War. Together they raised a family and built a successful furniture business.
Congress gets it act(s) together
By Ralph Bender, MBA, CFP®
For the first time in years, Congress passed a budget bill that won’t require an annual battle over the details. The spending cap is set for the next two fiscal years.
Prefer Your Grandkids to Your Kids?
By Ralph Bender, MBA, CFP®
The beneficiary of an IRA has significant tax benefits which should not be overlooked when naming the beneficiaries and contingent beneficiaries on retirement accounts such as IRA and 401(k) plans.
Items of Interest for the New Year
By Enduring Wealth Advisors
In 2009, Section 6045(b) of the Internal Revenue Code extended the deadline to furnish 1099 Consolidated Reporting statements from January 31 to February 15.
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