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 …
Taxes
Looking Forward to Making Qualified Charitable Distributions (QCDs)
Now that I've reached age 70, I'm looking forward to getting just a little …
Thinking (But Not Too Concerned) About RMDs
If you read much about retirement finance, you'll see a lot of hyperbolic …
Beware the Free Steak Dinner and Financial Advice Retirement Seminar
I recently received another one: an invitation in the mail to a "free dinner and …
Retirement Account Rollovers and Transfers—You've Got to get it Right (Part Two)
This article is the second of two about retirement account transfers and …
Will Your Social Security Benefits be Taxed (and if so, how much)?
Most don't think too much about income taxes in retirement. They just assume …