PENALTY BOX, PART 2

The second of two blogs excerpted from Emily Brandon’s excellent piece on usnews.com, headlined 5 Retirement Penalties to Avoid: “Penalty for failing to take retirement distributions. After you turn age 70½, withdrawals from traditional 401(k)s and IRAs are required....

PENALTY BOX, PART 1

5 Retirement Penalties to Avoid are drawn from an excellent usnews.com article by Emily Brandon. The first of two blogs excerpted from her piece begins with . . “IRA early withdrawal penalty. If you withdraw money from your IRA before age 59½, you will generally have...

BUFFETT RULES

“Investment is most intelligent when it is most businesslike” — The Intelligent Investor by Benjamin Graham Warren E. Buffett says that his financial life, his thoughts about investing, changed profoundly when he purchased Graham’s book in 1949. Graham’s ideas, he...

SUCCESSION PLANNING

We generally note interesting surveys in this space, and here’s one that provides a shout-out for financial advisors. A significant percentage of small-business owners—one in four– turns to them for help, a point illustrated in a fa-mag.com piece that reports on...