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How will Obama fix Social Security?

How will Obama fix Social Security? The political, moral, and economic issues are huge, setting the stage for a war between generations. Newsweek did a great job of outlining some of the questions facing our new President. Does Obama dare to touch America’s third rail? Or will we all just put our heads in the sand and pretend that the s...

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Legislative Update: Required Minimum Distributions for 2008 and 2009

If you are over 70 ½, or if you will be next year, you may have been following a recent bill that was passed to give owners of retirement plan assets some relief from Required Minimum Distribution rules. The bill was passed and signed by the President, but will not take effect until 2009. The Treasury Department has made it clear that 2...

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