So you inherited an IRA – what’s next? Are you aware of the tax ramifications if you take out a lump sum right away? Jason Farris discusses a few rules you should be aware of when you receive your inheritance.
Posts By: Jason Farris, CFP®,CAP®
Did you know you can help your child establish a credit score without risking your own? Jason Farris discusses how to help your child gain a credit score on a secured credit card:
It is a rare occurrence, but there are times when a 529 account is over funded. Jason Farris discusses your options on how to handle the excess cash.
There are more ways to donate to charity than just writing a check. Jason Farris offers a few tax-efficient options on how to donate to your charity.
Periodic table of investment returns shows investment returns for various asset classes. Jason Farris discusses why you should look at it every year.