June 5, 2012Published by known Categories Investing Retirement planning Taxes401(k) rollovers – make sure you know all the rules before you startHere’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, 2012Published by known Categories Financial Products Investing Retirement planning Spending and Saving TaxesRoth versus Traditional IRA – the hidden assumptionIt’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, 2011Published by known Categories TaxesReducing the impact of Illinois’ tax increase5 ways to reduce your Illinois state tax for 2011