| Hepburn Capital Management

IRA beneficiaries. Tax Credits. Long Term Care.

Posted on September 23, 2004

IRA beneficiaries. Tax Credits. Long Term Care. 12/22/2005 I recently met with a new client who I’ll call Charles. He brought in files for nine IRAs that he had accumulated over the past 20 years. He wanted me to review and consolidate them into one, easily manageable account. As I went through the files, I discovered that several accounts had different beneficiaries. Three named an

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Posted in Money Matters Newsletter accumulated, appointment, appropriate, attribution, beneficiaries, beneficiary, certificate, comprehensive, consolidate, consolidated, consolidation, constitutes, deficiencies, designation, disinherited, established, hypothetical, information, institutionalized, modifications, mospagebreak, professional, representative, reservations, solicitation

OK, What Next?

Posted on May 10, 2003

OK, What’s Next? SARS? Investors have waited nervously for the past 6 months while the war build up was underway, using it for an excuse to not invest. Now that the war has been settled, terrorists aren’t attacking in waves, and germ warfare didn’t materialize, what’s next for us to worry about? Some 'big picture' analysts are already beginning to paint a doomsday scenario

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Posted in Money Matters Newsletter alternatives, appointment, beneficiary, consequences, distribution, distributions, impeachment, inconvenient, institutions, limitations, materialize, mospagebreak, organization, participant, periodically, perspective, predictions, requirements, researchers, respiratory, restrictions, substantial, tuberculosis, unprecedented, unsurpassed