John J. Diak, CFP®
It's 2016: Do You Know Who Your Beneficiaries Are?
Many IRA owners may not be aware that after their death, the primary beneficiary -- usually the surviving spouse -- may have the right to...
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John J. Diak, CFP®
Dec 1, 20155 min read
Shielding Retirement Assets From Taxes
As hard as it is to believe, today's tax-advantaged plans -- including individual retirement accounts IRAs, 401(k)s, and rollover IRAs --...
John J. Diak, CFP®
Sep 24, 20152 min read
What Is A Custodial IRA?
A custodial IRA is an IRA managed by a parent or guardian for the benefit of a minor child, as long as that child works and has earned...
John J. Diak, CFP®
Aug 19, 20153 min read
Retirement Confidence: It's All In The Plan
Americans' confidence in the ability to afford a comfortable retirement continues to rebound from the lows reported between 2009 and...
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