LKB In The News
A Financial Report Card, Right in Your Tax Return - Lyle is quoted in this article discussing how you can use your tax return as a guide to reviewing your finances.
CARDS Act Radio Interview - Lyle does a radio interview discussing the new CARDS act which was passed by congress and contains new rules for credit card issuers.
$8 Million in assets - and can't get a mortgage - Lyle is quoted in this CNN Money article discussing the problems that wealthy individuals are having obtaining mortgages due to new banking restrictions following the financial crisis.
Recession Changes Investing, Spending Habits of High Net Worth Individuals - Lyle is quoted in this AICPA Article discussing the investing and spending habits of high net worth individuals.
Roth IRA's open to wealthier Americans in 2010 - Lyle is quoted in this article in The Baltimore Sun about Roth IRA conversions in 2010.
LK Benson and Company's Newest Hire - Press release announcing the hiring of Chris Benson.
Articles
Handling Market Volatility - A piece from Forefield with some advice on dealing with market volatility.
Eleven Ways to Help Yourself Stay Sane in a Crazy Market - Another Forefield piece with some suggestions for keeping your calm when dealing with a very volatile market.
adult CHILDREN or ADULT children? - As we work with clients and their young adult children, we often help them with educating their children about a wide variety of personal financial issues. As you can imagine, there are often various issues that need to be talked and worked through. We thought this article from Michael Bryant, a friend of the firm and consultant to the industry, captured some of the most important issues that we have seen our clients struggle through. We hope you enjoy reading it.
2010 Roth IRA Conversions - A Forefield Advisor summary of the rules governing Roth IRA conversions and the changes coming in 2010.
IRS Allows Additional Time to Roll Over 2009 RMDs from IRAs and Employer Sponsored Plans - A Forefield Advisor summary of IRS Notice 2009-82 that provides relief to plan participants and IRA owners who have already received an unwanted 2009 RMD.
Estate Tax Update - A Forefield Advisor summary of the three major bills in Congress and how they would affect the Estate Tax.
Presentations
Mid-Year Tax Considerations - An update from Forefield that briefly discusses the opportunity for a 2010 Roth conversion, and summarizes the high degree of uncertainty in the current tax environment.
Financial Planning - Helping You See the Big Picture
Retirement Planning - View a portion of Lyle's Presentation at the Chesapeake Tax Conference on Retirement Planning.