Every month, it seems as though there is a new article striking fear into the heart of advisors about how they are going to lose their assets when their clients pass away. Common statistics predict an 80 to 90 percent loss of assets when the...

IRS ruling provides good news to settlor

Little-known strategy allows late-blooming entrepreneurs to fund a start-up with their retirement accounts. In some cases it makes sense, but proceed with caution

A brief overview

An introduction to the rules, definitions and concepts