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Are Your Assets Ready for College?
An Oak Brook, Ill., family with twin 15-year-old daughters was gearing up a few years ago to pay for college, and sought advice from Troy Onink, chief of Stratagee, a college-planning consulting firm in Russell, Pa. The twins’ grandparents had gifted them each $71,000 in UTMA (Uniform Transfer to Minors Act) accounts, stipulating that the […]
Your Options for Required IRA Distributions
The Timing of Your First Withdrawal Can Have Tax Consequences Click here for more
Henry Klosowski, on The Hazards of Unequal Inheritance
When high-net-worth clients sit down with me to discuss distribution of their estate to their children, they sometimes believe that they might be doing the right thing by giving one child more than the other. Click here for more