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 2019-12-18 20:26 

Monterey Herald

Steven Merrell, Financial Planning: Year-end giving from your IRA...

Giving has a way of making us happier. At least that's the conclusion several published studies have reached after exploring the relationship between charitable giving and satisfaction. A study published by the Women's Philanthropy Institute at In...

 2019-08-13 18:22 

Monterey Herald

Barry Dolowich, Tax Tips: Required minimum distribution of an IRA account...

Question: I just turned 70 and my IRA administrator informed me that I am required to take a distribution from my traditional IRA account. I do not need the money and would prefer to see my account continue to grow tax-deferred. Is there any way I can avo...

 2019-06-26 17:20 

Monterey Herald

Steven Merrell, Financial Planning: When your IRA produces taxable income...

I recently received a phone call from an individual concerned about his self-directed IRA. Several years ago, he invested his IRA in an LLC that buys and renovates aging mobile home parks. The portfolio of properties has expanded considerably over the yea...