3 Pitfalls That Can Impact Your Retirement Savings
…taken over an extended period of time. Make sure you’re on track by avoiding these common mistakes. Underfunding Retirement Accounts Are you among the 71 percent of Americans who aren’t…
…taken over an extended period of time. Make sure you’re on track by avoiding these common mistakes. Underfunding Retirement Accounts Are you among the 71 percent of Americans who aren’t…
Is the 60/40 Portfolio Dead? Long Live the 60/40 Portfolio From: smartasset.com 60/40 portfolio allocation is a popular investing approach. Put simply, it’s an allocation strategy that consists of 60%…
Rules And Requirements For Doing A Qualified Charitable Distribution (QCD) From An IRA From: kitces.com For nearly a decade, the rules allowing for a tax-free Qualified Charitable Distribution (QCD) directly…
David H. Morgan describes REAP on KOOL 100.9 FM at the Senior Health & Wellness Expo: https://retirementestateplan.com/wp-content/uploads/audio/DavidMorganInterview-SeniorExpo.mp3 We at REAP, LLC. are proud to have helped many families and individuals…
Read moreCongress passed Inflation Reduction Act of 2022. Here are 6 tax takeaways. From: natptax.com The Inflation Reduction Act (IRA) has just passed both houses of Congress and is expected to…
How to Minimize Social Security Taxes From: money.usnews.com Your Social Security benefit may be taxable. Try these strategies to reduce your tax bill in retirement. Most workers pay intothe Social…
Why it’s time to embrace asset-based long-term care products From: lifehealthpro.com Nearly all of the recent news about funding options for long-term care tells a story of an industry on…
…as she determines charities that are of interest to her. Scenario 2: Mary needs a large charitable deduction this year, but doesn’t feel comfortable donating a large dollar amount to…
…loss. While “…at least he lived a good long life” and similar commonplace banalities may have social relevance, such platitudes do little to provide comfort for the survivors. Galex said,…
Secure Act 2.0 – When Does the RMD Start? From: www.nstp.org The law provided for a longer starting age for required minimum distributions (RMDs) to age 73, effective January 1,…
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