Dan’s Financial Articles

These archived articles are still applicable.  Click for the pdf file:

SBP article VLW (on Pension Survivor Benefits, from Virginia Lawyers Weekly — not just for retirees!)

ROR and Captivity article (on asset allocation and advisor selection, from Financial & Estate Planning)

Rollovers and Tx-favored Withdrawals article (on avoiding Qualified Plan early withdrawal penalties, from The Daily Press)