Tag Archives: finances

The 60-Day IRA Rollover Rule

person under ira umbrella with money

Will it apply to your retirement savings distribution?

Provided by Reeve Conover – Conover Consulting

If you receive a distribution from your IRA or workplace retirement plan, what will you do with it? You will probably want to arrange an IRA rollover – a common and useful financial move designed to take these invested assets from one retirement account to another, without tax consequences. The I.R.S. may give you just 60 days to do it, however.

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Key Estate Planning Mistakes to Avoid

reading glasses on estate planning worksheet

Too many people make these common errors.

Provided by Reeve Conover – Conover Consulting

Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major mistakes can occur. The following blunders can lead to major problems.

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Tax Season Scams

scams stamp in red with scams target you protect yourself underneath

Tax season is in full swing… and tax scams are everywhere.

How can you can tell if a crook is claiming to be the I.R.S. in an effort to steal your money or personal information? Watch for these giveaways.

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Using an IRA Trust

trust being broken down into alma mater children grand children spouse

What is it? What kind of benefit could it provide?

Provided by Reeve Conover, Conover Consulting

Seemingly everyone has heard of an IRA, but few people know about IRA trusts. Perhaps more people should, for an IRA trust may provide a way to “stretch” IRA assets for decades to benefit multiple generations.

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Reeve Conover is a Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/dealer member FINRA/SPIC. Cambridge and Conover Consulting are not affiliated. Licensed in SC, NC, NY, CT, NJ, and CA.
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