I was having lunch with a client a few weeks ago and he said, “Ron, you should write an article about how to protect yourself from Ponzi schemes.” Then last week, we had a meeting with our accountant and he suggested we do the same. He also wanted us to speak at a conference he...Read More

If, like many Americans, you are nearing retirement or starting a new job, part of the transition planning is to deal with your 401(k), 403(b) or 457 plan. For most, no solution is more sensible than establishing an IRA rollover account. There are several advantages to the move, including tax-free consolidation of retirement fund balances...Read More