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Questions to Consider before Converting to a Roth

Here is a short little article giving five questions you should ask yourself before converting a traditional IRA into a Roth IRA.  With taxes likely going up in a few weeks, many are considering the...

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5 Things to Know About an Inherited IRA

When you set up an IRA, you should always choose a primary beneficiary (such as a spouse) and a secondary beneficiary (such as a child).  The spouse can always choose to disclaim the account and pass...

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Benefits of Using IRA Funds to Buy a Business

When it comes to using retirement funds to buy or finance a business that you or another “disqualified person” will be involved in personally, there is only one legal way to do it and that is through...

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