web site was launched on-line October 15, 1998. Last Revised:
Wednesday, January 10, 2007
You may voice your comments about this site. If you
really disagree with something you see or have any questions about the products you
receive, let me know and we can discuss it.
- "Choosing Between a Regular and Roth IRA" has been updated
for the new the latest laws form the Pension
Protections Act, Tax Relief and Health Care Act of 2006, IRS
pronouncements in 2006. As a result of emails from all the visitors, the topic of Roth
IRA has been expanded to include the rules for
taxation and early withdrawal penalties for distributions, and recharacterizations and
reconversions in a new page, Taxation of Roth IRA Distributions. The cost of the IRA
analyzer has been reduced.
- Roth IRA Taxation
has been updated for new rollover rules for hardships, and beneficiaries
of IRAs and Health Savings and Reimbursement Accounts
- "Take It To the Bank Tips" now
includes telephone tips for avoiding endless buttons for live help and
- "Take It To the Bank Tips"
now has tips to
avoid scams, including IRS related scams, and identify theft..
National Recognition as Expert
I was quoted in Columbus CEO on Roth 401(k)
plans. I have also been quoted on The Street.com as an expert in Divorce and Taxes, in
particular, about stock options. This site wants to be the business news site
of the internet and is often quoted in the press The interviewer did not quite get it
down correctly. I saved a copy of the article that
appeared for you to read.
Thank you and come back!