Late last year President Obama signed into law legislation aimed at giving disabled Americans and their families the opportunity to save for education and other […]
Archive | April, 2015
Washington Hotline – April 28 2015
WASHINGTON NEWS IRS ‘Courtesy Disconnect’ Hearing During the recent filing season for 2014 tax returns, IRS Commissioner John Koskinen reported a substantial reduction in IRS […]
AAM Weekly Market Wrap – April 27 2015
Weekly Market Wrap: Stocks rebounded last week as China added stimulus and US data was mostly upbeat. For The Week The S&P 500 jumped […]
The IRS Clarifies Rules on Rollovers of Retirement Plan Monies
After years of ambiguity around what is and is not allowed regarding the disbursement of after-tax contributions to an employer-sponsored retirement plan, the IRS ruled […]
Washington Hotline – April 21 2015
WASHINGTON NEWS Obamas and Bidens Publish 2014 Tax Returns Each year President Obama and Vice President Biden publish their tax returns. For 2014 President and […]
AAM Weekly Market Wrap – April 20 2015
Weekly Market Wrap: Stocks slumped this week as concerns out of Greece and China weighed on world stocks and US data was mixed. For […]
What Is a Stretch IRA?
A stretch IRA is a traditional IRA that passes from the account owner to a younger beneficiary at the time of the account owner’s death. […]
Social Security Tips for April
Some people who retire in mid-year have already earned more than their yearly earnings limit. That is why Social Security has a special rule that […]
Washington Hotline – April 14 2015
WASHINGTON NEWS Still Time to Extend Until October 15 As the April 15 tax-filing deadline approaches, the IRS published IR-2015-68 to remind taxpayers that it […]
AAM Weekly Market Wrap – April 13 2015
Weekly Market Wrap: Stocks continued higher on the week as the economic news was light and the Fed meeting indicated a division of opinion on […]
