Monthly Archives: March 2015

The pros and cons of IRA trusts

My column in Market Watch on IRA trusts

http://www.marketwatch.com/story/why-you-should-put-your-ira-in-a-trust-2015-03-26?link=mw_home_kiosk

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Inherited Roth IRAs

Rules for inherited Roth IRAs, my column in Market Watch;

http://www.marketwatch.com/story/4-options-for-inherited-roth-iras-2015-03-13

The Death Put or Survivor’s Option Explained

My column in the Tahoe Tribune on death puts;

http://www.tahoedailytribune.com/news/opinion/15501217-113/tahoe-truckee-market-beat-death-puts-aka-the-survivors-option

Fiduciary vs Suitability Standard

My column in the Tahoe Tribune on the fiduciary vs suitability standard.

http://www.tahoedailytribune.com/news/opinion/15276182-113/tahoe-truckee-market-beat-fiduciary-vs-suitability-standard