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Category Archives: Uncategorized

Fact or Fiction #1: Inherited IRAs

Is it true that if I inherit an IRA from someone other than my spouse, I must withdraw 100% in the current year?
Unfortunately, there is no definite answer to this question. The tax code and the policies of the individual firms that manage IRAs can be inconsistent on how to handle inherited IRAs.
According to the IRS, the...

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Northeast Tarrant Chamber Luncheon Drawing Winners

 At the Northeast Tarrant Chamber of Commerce Monthly Membership meeting today, we held three drawings, giving attendees an opportunity to win one of three complimentary consultations. And the winners are…
One-Hour Tax/Accounting Consultation – Dawn Jordan-Wells, Agency Owner of D & L Insurance Group, an Allstate Insurance Company in Haltom City, TX 
One-Hour Quickbooks Consultation – Cheri Walker, Luxury...

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