Andy Gives a Presentation to UAB Periodontal Students

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In May, Andy was invited to give a presentation to the UAB Dental and Periodontal Residents regarding financial tips and information beneficial to decisions they will face, both personal and professional, once they are out of school and working.  Among the topics Andy explained were how to choose a mortgage and the options and benefits associated with each of them, …

Why You Still Shouldn’t Gamble on Gift and Estate Taxes

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Read Andy’s article published by Advisor One discussing “Why You Still Shouldn’t Gamble on Gift and Estate Taxes”. 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 …

Truth Talking on Taxes: Don’t Believe Everything You Hear

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There’s an old saying (based on Scripture) that affirms “the truth will set you free.” Yet I often wonder if our government officials ever heard the saying because, year after year, we seem to hear more evidence pointing to the contrary. For instance, many politicians appear to twist the truth during campaign years as it relates to our tax code …

Thinking of a Hardship Distribution

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Are you thinking about taking a hardship distribution from your 401k? For many Americans facing uncertain economic times, loans and hardship withdrawals from retirement savings are on the rise according to a recent study done by Fidelity Investments. While this may be the only option for some facing foreclosure or bankruptcy, there are a few things that need to be …

“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), …

Planning for Estate Taxes in 2011 and 2012

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Watch a video on Planning for Estate Taxes in 2011 and 2012 – presented by Forefield. AudreaAudrea attended the University of Alabama in Tuscaloosa, where she majored in one of the first approved financial planning programs taught at the University level. In 1998 Audrea graduated from The University of Alabama in Tuscaloosa with a Bachelor of Science degree in Family …

“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 …