This web site was launched on-line October 15, 1998.  Last Revised: Wednesday, January 10, 2007

You may voice your comments about this site.   If you really disagree with something you see or have any questions about the products you receive, let me know and we can discuss it.

NEW

Revisions

1. "Choosing Between a Regular and Roth IRA" has been updated for the new the latest laws form the Pension Protections Act, Tax Relief and Health Care Act of 2006, IRS pronouncements in 2006.  As a result of emails from all the visitors, the topic of Roth IRA  has been expanded to include the rules for taxation and early withdrawal penalties for distributions, and recharacterizations and reconversions in a new page, Taxation of Roth IRA Distributions.  The cost of the IRA analyzer has been reduced.
2. Roth IRA Taxation has been updated for new rollover rules for hardships, and beneficiaries of IRAs and Health Savings and Reimbursement Accounts
3. "Take It To the Bank Tips"  now includes telephone tips for avoiding endless buttons for live help and long ques.
4. "Take It To the Bank Tips" now has  tips to avoid scams, including IRS related scams, and identify theft..
   

National Recognition as Expert

I was quoted in Columbus CEO on Roth 401(k) plans.  I have also been quoted on The Street.com as an expert in Divorce and Taxes, in particular, about stock options.  This site wants to be the business news site of the internet and is often quoted in the press The interviewer did not quite get it down correctly. I saved a copy of the article that appeared for you to read.

Thank you and come back!