“What’s Different About the Wealthy? They’re Patient…”

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Read Andy’s article published by Advisor One discussing “How The Wealthy Have Endured Tough Times Through Extreme Patience and Emotional Control…” Patience.  Who has any of that anymore, especially when our own government illustrates that we should be able to have anything and everything we want immediately! Credit cards have allowed people to spend money they don’t have, while easy …

“Fiduciary In Fact or Just Appearance?”

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Read Andy’s article published by Advisor One on the hot topic of “Fiduciary Standards”… As many are already aware, the fiduciary issue has become an SEC hot topic relative to the standard to which each financial advisor will be required to adhere. Depending on which side of the debate you’re on, whether you are an advisor or broker, each of …

“On The Record with Donald Rice”

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Read the interview of Money Management Services President and CEO, Donald R. Rice, published in The Birmingham News, revealing who he is and how his one email to U.S. Representative Spencer Bachus landed him face to face with the Congressman discussing how proposed legislation… AudreaAudrea attended the University of Alabama in Tuscaloosa, where she majored in one of the first …

“5 Reasons Congress Should Be Held to a Fiduciary Standard”

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Read Andy’s article published by Advisor One regarding the heavy debate of “The Dodd-Frank Wall Street Reform and Consumer Protection Act Of 2010 and Why Congressional Officials Aren’t Also Held To A Fiduciary Standard Too?”… http://www.advisorone.com/2011/07/25/5-reasons-congress-should-be-held-to-a-fiduciary-s?utm_source=dailywire72511&utm_medium=enewsletter&utm_campaign=dailywire%3C/a Andy RiceAndy graduated from the University of Alabama-Birmingham with a B.S. degree in Accounting. He is a Registered Investment Advisor Representative of Money Management …

“Donor Advised Funds: Maximize the Tax Benefits, Build a Legacy”

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Read Andy’s article published by Advisor One penning his thoughts on “Why Most Individuals Shouldn’t View Private Foundations As Only Available To The Ultra-Wealthy “… To Read More Click HERE   Andy RiceAndy graduated from the University of Alabama-Birmingham with a B.S. degree in Accounting. He is a Registered Investment Advisor Representative of Money Management Services, Inc and holds the …

“IRS Offers Tax Relief for Tornado Stricken Areas”

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Read Andy’s article published by Advisor One discussing “Some Relief Being Given For Tornado Stricken Areas”… http://www.advisorone.com/2011/05/17/irs-offers-tax-relief-for-tornado-stricken-areas Andy RiceAndy graduated from the University of Alabama-Birmingham with a B.S. degree in Accounting. He is a Registered Investment Advisor Representative of Money Management Services, Inc and holds the designations of CPA (Certified Public Accountant), AIF® (Accredited Investment Fiduciary), CTS™ (Certified Tax Specialist), …

“Continuous Robbery”

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Read Andy’s article published by Advisor One on “What Would Happen If We Lowered The U.S. Corporate Tax Rate”? http://www.advisorone.com/2011/04/25/continuous-robbery Andy RiceAndy graduated from the University of Alabama-Birmingham with a B.S. degree in Accounting. He is a Registered Investment Advisor Representative of Money Management Services, Inc and holds the designations of CPA (Certified Public Accountant), AIF® (Accredited Investment Fiduciary), CTS™ …

“Tax Penalty Exceptions: Early Distributions From IRAs”

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Read Andy’s article published by Advisor One regarding “Early Distributions From IRAs”… http://www.advisorone.com/2011/03/14/tax-penalty-exceptions-early-distributions-from-irs Andy RiceAndy graduated from the University of Alabama-Birmingham with a B.S. degree in Accounting. He is a Registered Investment Advisor Representative of Money Management Services, Inc and holds the designations of CPA (Certified Public Accountant), AIF® (Accredited Investment Fiduciary), CTS™ (Certified Tax Specialist), and WMS (Wealth Management …

Eight Questions to Ask About Roth IRA Conversions: ADVICE Column

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In a previous article, I couldn’t tackle all the issues associated with this complicated conversion dilemma, nor can I completely finish them here. However, I’d like to propose a number of additional issues worth considering, based on feedback to my original article, in the hope that it, as well as other discussions, will prompt advisors to step back and at …

Roth Conversions – “The Gamble of a Lifetime”

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This Article actually won Andy the coveted “2010 Fi360 Article Competition”.  Fi360 promotes Fiduciary Excellence among financial advisors, which we at MMS Inc. take very seriously.  Fi360 owns and awards the AIF and AIFA professional designations, provides analytical and reporting technology and ongoing support for all types of fiduciaries and financial service providers, including advisors, wealth managers, plan sponsors, trustees, …