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Featured News

Personal Planner

Income for Surviving Spouse Elliot and Alexis were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Elliot was 70, he rolled over his $400,000 qualified retirement plan into an IRA. Because he is now...

Washington News

White House 2015 Tax Proposals At a press conference on December 19, President Obama was asked about potential tax reform in 2015. With language similar to the hopeful statements on tax reform by Senate Majority Leader Mitch McConnell (R-KY) and...