IRA – Kenneth Athon Tax Strategies

Common beneficiary mistakes as identified by Ed Slott

I've been reviewing some advice from retirement expert Ed Slott, who likes to zero in on common mistakes. Here's my take: Common beneficiary mistakes when it comes to leaving retirement…

Covid-19 Impact on your family?

29 Jan 20217 Feb 2021

Have you or anyone in your residence been affected by Covid-19? By CV-19 sickness or job/income reduction? Be sure to let me know, because there are favorable tax treatments for…