Milad Taghehchian, CPA, CFP(R)Jun 29, 2015Millionaire Families Failing to Plan EstatesA recent CNBC survey discovered that more than 1/3 of millionaire families, defined as those with investable assets over $1 million, have...
Milad Taghehchian, CPA, CFP(R)Jun 19, 2015IRA Beneficiary RulesGreg Phelps is a CFP® certified financial planner in Las Vegas, Nevada. As an Ed Slott Elite IRA Advisor, he’s also an IRA specialist. We...