required minimum distributions (RMDs)
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Buttress a Nest Egg With a Cash Stash
Making Your Money Last That cash bucket will come in handy if your riskier accounts, such as stocks or bonds, are in a bear market.
By John Waggoner Published
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Pros, Cons and Possible Disasters after SECURE Act
IRAs Sweeping retirement changes were just signed into law that bring both positives (for savers) and potentially disastrous consequences (for heirs). Here are five important things everyone should do right now.
By Jamie P. Hopkins, Esq., CFP, RICP Published
IRAs -
Financial Surprises Retirees (and Those About to Retire) Want to Avoid
Making Your Money Last Even the most diligent pre-retiree planner can get tripped up by unpleasant financial surprises. Follow these tips.
By Mary Kane Published
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A Retiree’s Guide to Key Dates in 2020
Budgeting Now is the time to assess your financial situation, look ahead and mark your calendar.
By Rachel L. Sheedy Published
Budgeting -
10 Ways the SECURE Act Will Impact Your Retirement Savings
retirement The new law changes the start date for RMDs, lets you contribute to an IRA longer, expands the use of 401(k) plans and much more.
By Rocky Mengle Published
retirement -
Should You Defer Your Taxes Until Retirement?
retirement When it comes to taxes, there's an expensive difference between smart planning and just plain procrastination.
By Charles Rawl, CFP®, RICP® Published
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Proposed RMD Rules Would Trim Mandated Distributions for Retirees
required minimum distributions (RMDs) Ways to get your voice heard on possible new life expectancy tables that would affect your money.
By Rachel L. Sheedy Published
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End-of-Year Moves to Trim Your 2019 Tax Tab
tax deductions It's time to look for last-minute moves that can shrink your 2019 tax bill. But the end of the year is coming fast, so don't procrastinate.
By Rachel L. Sheedy Published
tax deductions -
What Proposed IRA Updates Could Mean for Your Retirement – and Your Kids
retirement The SECURE Act is not a done deal yet, but it makes sense to watch it closely because it could affect everything from RMDs to inheritances.
By Grant Rawdin, J.D., CFP® Published
retirement