Do you want to reduce your taxes and increase your savings and income for retirement? Of course you do!
New RMD Rules and COVID
This massive piece of legislation was passed as a result of the COVID-19 pandemic. The legislation made significant changes that impact retirees, retirement income strategies, IRAs, income taxes, and qualified retirement plans like 401(k)s, 403(b)s, etc.
One major impact it made was in reference to Required Minimum Distributions (RMD). Read More
Dollar Cost Averaging and Retirement Don’t Mix!
You’ve probably heard the term dollar cost averaging over your years of making contributions into your retirement accounts. Dollar cost averaging is when you make a regular, fixed-dollar contribution into your investments regardless of what occurs in the market. Read More
Don’t Let Coronavirus Derail Your Retirement Plans!
I don’t know!
That’s the only answer I have to some of the questions swarming around the coronavirus (COVID-19) outbreak. There have been so many aggressive actions implemented in the dealing with the possible outbreak, but information is changing so fast that no one has any real certainty. Read More
Being Financially Unprepared for Retirement
The reality of being financially unprepared for retirement. Read More
Social Security NOT Your Retirement Plan
If Social Security is YOUR retirement plan… your retirement will SUCK! Read More
Tax Free IRA Distributions
Charitable RMD’s are a great legal method to take tax-free distributions from your IRA. Read More
Waiting for the Big “R”
Are you ready for the Big “R” (Recession) ? Yes, it’s coming. I’ll tell you exactly when and what you should do. Read More
The Washington Zombie
50/50 Chance of Death
Why would you hire a doctor who was going to kill you 50% of the time? Why would you fly an airline whose planes crash 50% of the time? Why are you hiring a financial advisor who will give you a plan that will fail 50% of the time? Read More
