Avoiding Social Security Mistakes
Charlie and Ann were both 66 years old when Charlie passed away. At the time, neither of them was collecting a Social Security benefit. Shortly after the funeral, Ann came in to meet with . . .
A Path to Tax-Free Income
Our client David (not his real name) retired back in 2009 when he was 62. His 401(k) retirement plan at that time was worth about $800,000, which he rolled over to us into a self-directed IRA . . .