June 5, 2012

401(k) rollovers – make sure you know all the rules before you start

Here’s why: A 56 year old attorney left his job.  Soon thereafter, he did a 401(k) rollover into a SEP IRA.  The next year (age 57), […]
April 16, 2012

Roth versus Traditional IRA – the hidden assumption

It’s almost tax day, and as usual we are seeing a lot of articles about whether people should use a Traditional IRA or a Roth IRA.  […]
January 17, 2011

Reducing the impact of Illinois’ tax increase

5 ways to reduce your Illinois state tax for 2011