BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

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IRA transfer rules complicated, even for the pros

Distribution tables were revised to taxpayers' advantage in 2001 and 2002, but many people still use the tables in effect before 2001, said Michael Silver, certified financial planner with Baron Silver Stevens Financial Advisors LLC in Boca Raton ...

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Chicago Tribune
April 29, 2006
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Baron Silver Stevens Financial Advisors, Llc

While Baron Silver Stevens Financial Advisors, Llc is licensed to operate in 48 states and the District of Columbia, licenses for individual advisors may vary.

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USNews
November 2, 2013
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To Leave An Inheritance, Combine Annuity, Insurance

Here is an example provided by Howard Baron and Michael Silver, certified financial planners with Baron Silver Stevens Financial Advisors LLC in Fort Lauderdale. Take a 75-year-old man who buys a $1 million immediate annuity that pays him $9,083.33 a month ...

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SunSentinel
March 14, 2004
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Using Impaired Risk SPIAs: Strategies For Unhealthy Clients

His e-mail address is Gary.Underwood@genworth.com. Michael Silver, CFP, CLU, LUTCF, is principal of Baron, Silver, Stevens Financial Advisors, LLC, Ft. Lauderdale, Fla. His e-mail address is msilver@bssfa.com.

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Life Health Pro
November 10, 2004
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IRA transfer rules tricky, even for pros

He wasn't kidding, a reader assured me. On the advice of a tax professional, a friend had transferred $10,000 a year from his individual retirement account to each of his daughters' IRAs without paying any tax. So, the reader asked, couldn't he do it too ...

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Chicago Tribune
June 21, 2015
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