lottery, wealth, financial planning, financial windfall, investing, taxes, estate planning

What To Do When You Win the Lottery

If you’re human you couldn’t possibly have avoided thoughts of what you might do if you had won the recent Mega Millions lottery of over $640 million.

The IRA Cheat Sheet for 2013

We're just a month away from the mid-year point, believe it or not.  As a half-time refresher of sorts, I wanted to share some information on all things IRA.  The following infographic from Max Retire Rules covers the high-points on the four types of IRA - Roth, Traditional, Simple, and SEP

The nice thing about this piece is that in addition to covering the basics of how each IRA functions, there is also updated limit information for 2013.  This can come in handy as you contemplate your contributions now or in the future for the 2013 tax year.

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