Barry BoscoeNov 2, 20213 minThe CARES Act ReliefRelief is here! While COVID-19 has cast uncertainty across our financial world, the Coronavirus Aid, Relief, and Economic Security...
Barry BoscoeNov 2, 20213 minNew IRA Distribution RulesIn a surprise turnaround, the IRS has recently issued proposed regulations substantially simplifying the rules for calculating required ...
Barry BoscoeNov 2, 20215 minPension Protection Act 2The new Pension Protection Act of 2006, which was signed into law on August 17, 2006, creates new opportunities for retirement planning....
Barry BoscoeNov 2, 20215 minPension Protection Act 1The new Pension Protection Act of 2006, which was signed into law on August 17, 2006, creates new opportunities for retirement planning....
Barry BoscoeNov 2, 20214 minRetirement Planning Spousal RolloverYour plan is to leave your retirement benefits to your spouse upon your death, assuming she will do something with them. Her choices – ...
Barry BoscoeNov 2, 20214 minRoth IRA Conversion2010 brings a very unique advantage regarding estate planning opportunities never presented before. This opportunity deals with a ...
Barry BoscoeNov 2, 20213 minSpousal Rollovers for Younger Surviving Spouses May Be Hazardous to your HealthA recent tax court case determined that Wachovia Bank incorrectly distributed IRA proceeds from a deceased’s estate by rolling it over ...
Barry BoscoeNov 2, 20214 minAdvantages of Fixed Income Annuities in Your Qualified PlanWhen investing, one must decide whether to hold the investment in their qualified retirement plan, i.e. IRA or 401k vs. holding it ...
Barry BoscoeNov 2, 20214 minUsing Retirement Funds to Start a BusinessEver thought about starting up a business but were stymied as to where to get the funds to do so? One potential methodology is to use...