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Your clients may have heard conflicting advice – they must change their IRA beneficiaries, spend down their IRA as soon as possible, dismantle their trust, or immediately convert their traditional IRA to a Roth IRA, Sophia Duffy writes.
San Antonio-area man accused of defrauding retired cops pleads guilty FacebookTwitterEmail Victor Lee Farias, a Fair Oaks Ranch businessman, entered a guilty plea in a federal criminal case Wednesday. U.S. Magistrate Judge Richard B. Farrer accepted the plea via Zoom rather than in-person in the John H. Wood Jr. U.S. Courthouse.File photo A Fair Oaks Ranch businessman faces up to 20 years in federal prison after he pleaded guilty Wednesday to orchestrating a Ponzi scheme that cost investors more than $7.4 million. Victor Lee Farias, owner of Boerne-based Integrity Aviation & Leasing LLC, ente...
As you take a closer look at your financial footing amid the headwinds of a pandemic,...
None of us knows everything we need to know about money, so we may turn to experts for...
Todd: 401(k)s and iras. >> you talk about that all the time. it is money over retirement. if you belong to a 401(k), you could put away $19,000 to put money away for retirement. make a final year and contribution and take advantage of that. if you are an employer you can contribute employee payments, a great benefit to give to your employees. give money to the government. >> two pieces of advice, you have to analyze and file early