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What do I want to be when I retire

It was interesting reading Mike Connell’s column last week because it was a great lead in for my column this week. My wife Emily and I had never gone to the Grand Canyon either. So last month for our 30th …

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New Tax Law Increases Tax Free Inheritance

You have all probably heard that on December 17, 2010, President Obama signed the 2010 Tax Relief Act, which is actually called the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. The main purpose of this act …

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Retirement Plan Distributions

You may have a traditional or rollover IRA or other retirement accounts. The funds that are held inside these retirement accounts have not been taxed and grow (hopefully) income tax free. You are taxed on the retirement funds only when …

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