THE WEALTH STRATEGIST
February 23, 2006  Volume 1 | Issue 5
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Inherited IRA Beneficiary Rules

Steven T. Merkel, CFP®, ChFC

As a traditional IRA owner, you'll rudely learn the tax impact of taking distributions from your IRA once you start withdrawing funds.  Although you may become more aware of how taxes affect you throughout your lifetime, many people tend to f...

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Women & Long-Term Care

Aaron Sevigny, CSA, CEP, RFC

One of my coworkers likes to tell a story about his grandfather entering a nursing facility.  The culmination of this story is rolling grandpa in the front door and watching his face light-up with a huge smile.  This was a little unexpec...

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