How and When to Take Your RMD
How and When to Take Your RMD From: www.morningstar.com There is no one best time to take the required minimum distribution. As an age-72-or-older IRA owner, you have options regarding…
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8 Things to Know When Choosing a Medicare Plan
8 Things to Know When Choosing a Medicare Plan From: www.wsj.com The choices can be confusing, and the fine print is important. But it’s crucial to choose wisely, because it…
Retirement Pros Take On Inflation, 4% Rule at Morningstar
Retirement Pros Take On Inflation, 4% Rule at Morningstar From: www.thinkadvisor.com When it comes to inflation’s effect on retirees, the big concern is health care. For example, at age 65,…
IRS Seeks to Adjust RMDs for Longer Lives
IRS Seeks to Adjust RMDs for Longer Lives From: www.thinkadvisor.com The proposed regs “recompute required distributions from IRAs, 401(k)s, and similar plans,” says former tax attorney Andy Friedman. The Internal…
How To Crush Your Goals (Even When You Don’t Feel Like It)
How To Crush Your Goals (Even When You Don’t Feel Like It) From: www.forbes.com Last week I celebrated my birthday, and as is my tradition, I thought about how far…
Retirees’ annual 4% withdrawal ‘rule’ doesn’t work for everyone in today’s low-rate environment
Retirees’ annual 4% withdrawal ‘rule’ doesn’t work for everyone in today’s low-rate environment From: www.nydailynews.com For decades, common knowledge among economists dictated retirees could remain financially stable throughout their golden…
How to Spend Down Income and / or Assets to Become Medicaid Eligible
How to Spend Down Income and / or Assets to Become Medicaid Eligible From: www.medicaidplanningassistance.org Medicaid Spend Down: An Overview For Medicaid eligibility for long-term care, an applicant must have…
10 Worst Things to Carry in Your Wallet
10 Worst Things to Carry in Your Wallet From: www.aarp.org With identity theft rampant, keep only the essentials in your pocket or purse In an episode of Seinfeld, Jerry’s neurotic…
Honoring The Wishes of Those Who Didn’t Want a Funeral
…a death are a fact of life. They bring together people to mark the deceased’s life and passing, while providing comfort, support and a sense of community. But more and…
The Benefits of Working with a Registered Investment Advisor
…and objectives. Independent RIAs can advise on complex financial needs. Many independent RIAs specialize in meeting the complex financial needs that often come with significant wealth. Some are experts in…
