Category Archives: Retirement Plans

My latest article for JDSupra.com can be found here.

In a recent revenue ruling, the IRS stated that if a participant or a beneficiary doesn’t cash a distribution check in the year it was issued, the individual still must include the amount in gross income for that year. Also, … Continue reading →

I wasn’t a fan of target-date funds when the markets crashed in 2008 because there was no consistency of investment objectives and equity-fixed income mix between target-date funds for a specific year among different fund companies. People who thought a … Continue reading →

My newsletter geared toward retirement plan providers can be found here.

People who are late are usually late most of the time. I’m usually always early for a meeting unless I severely misjudged traffic. I have a business partner who is almost always late, very rarely is he on time. So … Continue reading →

My latest article for JDSupra.com can be found here.

My latest newsletter can be found here.

My latest article for JDSupra.com can be found here.

My latest article for JDSupra.com can be found here.

I used to use a lot of paper in my law practice. Then I had 10 feet of water in my office after Hurricane Sandy and my file cabinet was outside, drying off for the next six months. Let’s just … Continue reading →