We've posted a new video from PBS Frontline and encourage you to take a look. "The retirement gamble, the retirement crisis." American’s entrust trillions to financial service providers, but is the system working? Will your IRA or 401(K) accounts ensure a safe retirement? View the video HERE.
What’s the Password? By: Al Young I recently probated the estate of a young man who died unexpectedly. John was tech-savvy, paid all of his bills online, and received all of his bank statements and investment account statements electronically. The problem was that no one knew his user names or passwords. Highland Investment Advisors’ What’s … Continue reading
Roth IRA's differ from traditional IRA's as the contributions made to a Roth IRA are not deductible for tax purposes but the distributions taken from a Roth IRA are not taxable to the taxpayer. The dilemma: take the tax deduction now and pay taxes later or make non-deductible contributions now and pay no taxes later. … Continue reading