Individual Bonds or Bond Funds?
Suppose you've decided to keep a portion of your portfolio in bonds, perhaps …
Investing and Taxes
The Secure Act 2.0 May Have Passed While You Weren't Looking
The Secure Act 2.0 was finally passed as just one part of a massive funding …
Do Bonds Still Belong in a Retiree's Portfolio?
An important preliminary note: Given what took place in both the stock and bond …
Looking Forward to Making Qualified Charitable Distributions (QCDs)
Now that I've reached age 70, I'm looking forward to getting just a little …
The Four Paths of Retirement
I recently read an interesting study on retirement from A.G. Edwards and …
Thinking (But Not Too Concerned) About RMDs
If you read much about retirement finance, you'll see a lot of hyperbolic …