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Inheriting an individual retirement account can be a very fortunate thing, if done correctly. The majority of us are left to our own devices when prep
The Early Retirement Option (ERO) for Illinois teachers was allowed to automatically expire on July 1 of 2016. The ERO was an option that allowed qual
Long-term care is certainly a significant concern for people over age 65. According to the U.S. Department of Health and Human Services, 70% of those
What is a RMD? When you hit the age of 70 ½ , you are required by the IRS to withdraw funds from your traditional individual retirement account
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

Florida

2350 Fruitville Rd., Ste. 201
Sarasota, FL 34237
941.952.1188 p
941.952.1184 f

HOURS: M-F, 9:00-5:00 ET

Illinois

444 E. Hillcrest Dr., Ste. 230
DeKalb, IL 60115
815.748.2130 p
815.748.3401 f

HOURS: M-F, 9:00-5:00 CT

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.