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What is a RMD? When you hit the age of 72 , you are required by the IRS to withdraw funds from your traditional individual retirement accounts (IRAs)
Contact: Michael Walsh 941-952-1188 This email address is being protected from spambots. You need JavaScript enabled to view it.     MICHAEL WALSH ATTENDS NATIONAL FINANCIAL SERVICES SYMPOSIUM Sarasota, FL
Until now, if you took a distribution from your employer sponsored plan, such as an IRA or 401(k), with the intention of making a 60-day rollover, but
Escheatment is the process by which a state government assumes ownership of unclaimed or abandoned accounts. Its intended purpose was to help handle s
Risk and investing go hand in hand – no matter how safe you think your investments may be. A good investor will try to minimize their risk as mu
When saving for your child or grandchild’s college education, there are several types of education savings accounts to choose from. Three of the most
For most people, a living trust can be a helpful estate planning vehicle with numerous benefits – including avoiding probate court at death and
When giving to a charity, you want to be smart and effective with your charitable contributions. One way to do that is by using a donor advised fund (

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Securities Offered through LPL Financial Member FINRA / SIPC.  Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor. Walsh & Associates is a separate entity from LPL Financial. The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
 
JOSEPH PATRICK WALSH JR, whose state of domicile is Florida and principal place of business is the Sarasota, Florida address above, holds CA Insurance #0I66674.