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...
top of page
Search
John J. Diak, CFP®
- Dec 1, 2015
- 5 min
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, 2015
- 2 min
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, 2015
- 3 min
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...
bottom of page