About the Author
Andrew Rice, Money Management Services
Andrew D. Rice, CPA, AIF, CTS, WMS, is vice president of Money Management Services, Inc., an independent RIA firm in Birmingham, Ala. He is a Certified Public Accountant, Accredited Investment Fiduciary, Certified Tax Specialist and Wealth Management Specialist. He can be reached at ricea@moneymanagementservice.com.
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By Andrew Rice, Money Management Services |
March 14, 2011
Don’t overlook exceptions to the 10% tax penalty on early distributions from IRAs; they can save your clients a bundle if they need to tap their retirement account early.
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By Andrew Rice, Money Management Services |
January 18, 2011
A bit of charity, plus cash flow management in an IRA can boost tax benefit.
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By Andrew Rice, Money Management Services |
December 10, 2010
Will the estate tax reappear in 2011?
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By Andrew Rice, Money Management Services |
November 11, 2010
Taxes contained in new legislation will dip into everyone's pockets.
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By Andrew Rice, Money Management Services |
October 25, 2010
Is a Roth conversion right for everyone? Not everyone thinks so.
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By Andrew Rice, Money Management Services |
October 18, 2010
Unless Congress acts, taxes will rise for 2011 as Bush-era tax cuts expire.
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By Andrew Rice, Money Management Services, Staff Writer |
August 27, 2010
Is a Roth conversion in your client's best interest--or is it a roll of the dice?