Call Us Today!  (972) 473-4700

Expert retirement income planning for families and individuals nationwide

Understanding the 59 1/2 Rule for IRA Withdrawals

Wednesday, July 1st, 2015 and is filed under Financial Planning Tips, Uncategorized

59 1/2 RuleRetirement accounts come in many forms and offer numerous benefits, ranging from tax breaks to tax-free growth throughout the formative years of your career. Individual Retirement Accounts, better known as IRAs, can provide extensive advantages after the conclusion of employment. Millions of Americans take advantages of IRAs, but this doesn’t mean that they understand how they work.

Many people believe that once retirement hits, retirement accounts are accessible free and clear. This, unfortunately, isn’t the case. There are many rules that govern access to IRA accounts, with age being one of the most important factors in distribution. Read More

Cathy on KDFW Fox 4 Good Day Dallas

Wednesday, April 3rd, 2013 and is filed under Uncategorized, Videos

On Cathy’s recent appearance on KDFW Fox 4’s Good Day show, the topic was taxes. Although tax time is something we all dread, there are many new laws and info on taxes that everyone should be aware of. Read More