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Reconciling a Bank Account

Reconciling a Bank Account

One of the basic steps in keeping an accurate record of a bank account, whether it is a business account or a personal account, is performing a periodic reconciliation of the account.  This basic step is important for many reasons including ensuring that any...
IRA Inheritance Rules for Surviving Spouses

IRA Inheritance Rules for Surviving Spouses

If you have been named the beneficiary of your spouse’s IRA, it is important that you understand the rules regarding IRA inheritance and the potential opportunities to defer taxes. The rules relating to inherited IRA’s are complex and it is important to consult with...
Inheriting an IRA

Inheriting an IRA

Inheriting an IRA can be a financial boon to a beneficiary. If the beneficiary is aware of all of their options when they inherit an IRA, they may be able to defer the tax implications of the IRA and further increase the financial benefits of the inheritance. Today we...