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
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
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
The reality of being financially unprepared for retirement. Read More
If Social Security is YOUR retirement plan… your retirement will SUCK! Read More
Charitable RMD’s are a great legal method to take tax-free distributions from your IRA. Read More
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
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
If you are doing things right, you shouldn’t be beating the market. Let me tell you what I mean.
