Posts Tagged: IRA

The following is a guest post from Rebecca Walser, a licensed tax attorney and certified financial planner who specializes in working with high net worth individuals, families and businesses at Walser Wealth. Anyone who just inherited a deceased parent’s IRA or 401(k) could be about to commit a costly blunder. Beware the Tax Man You… Read Article →

The following is a guest post from Tony Perrone, author of I Didn’t Know I Could Do That: 9 Financial Strategies That Can Save or Make You Money. Tony is president and founder of the Estate and Business Planning Group. As a financial professional, his focus is designing income-producing portfolios for retirement. In a world of IRAs,… Read Article →

A satisfying retirement doesn’t happen by accident, it is the result of detailed planning and execution. Critical actions include: building an emergency fund, limiting debt (discussed in The Impacts of Debt and The Scourge of Student Debt) and Building your Fiscal Foundation through brokerage accounts and retirement plans such as 401(k)s and IRAs. Image courtesy of

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