If you’re like most people, you probably have a part of your retirement savings (and other assets) allocated in bond mutual funds. And if you’re like most people, you probably put together an allocation and forgot about it – the “set it and forget it” strategy. Investors like to diversify into bonds to reduce the […]
There’s still time to make a regular IRA contribution for 2010! You have until your tax return due date (not including extensions) to contribute up to $5,000 for 2010 ($6,000 if you were age 50 by December 31, 2010). Normally, your tax return must be filed by April 15. However, the IRS has extended […]
In addition to wills and trusts, there are many tools available to you in developing an estate plan. While different tools are appropriate for different asset classes, family structures, and goals, it is important to know about the possibilities. In this article, I’ll focus on the Transfer on Death, or TOD, designation, which can help […]
Brad holds the following registrations:
4, 7, 24, 63, 65, Life & Health (LA-513612 NY)