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Our Perspective on the SECURE Act

Our Perspective on the SECURE Act

How the SECURE Act Will Impact Your Retirement

Retirement Planning

Retirement Planning

Retirement Planning: The Basics You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit that you get from Uncle Sam may not provide enough income for your retirement years. To make…

10 signs you are not financially OK to retire

10 signs you are not financially OK to retire

Being ready to retire means more than being ready to stop waking up at 6:00 a.m. to put in long hours at a job you’re not thrilled about. If it were that simple, most of us would retire at 25. What it really takes to retire is a solid grasp of your budget, a carefully considered investment and spending plan for your life savings, debt that’s under…

Confused on IRA RMDs After Secure Act? Here's Clarity.

Confused on IRA RMDs After Secure Act? Here's Clarity.

The Secure Act, which President Trump signed into law in December, raised the age when IRA holders have to start drawing down their accounts via required minimum distributions to 72 from 70 ½.

More Questions And Answers About The SECURE Act

More Questions And Answers About The SECURE Act

Forbes by Bob Carlson / Jan. 28, 2020

After Stretch IRAs, What Retirement Breaks Could Congress Chop Next?

After Stretch IRAs, What Retirement Breaks Could Congress Chop Next?

The Wall Street Journal By Laura Saunders - Jan. 17, 2020

How Roth IRA Conversions Can Limit the Tax Hit from RMDs

How Roth IRA Conversions Can Limit the Tax Hit from RMDs

Your Financial Planning Calendar for 2020

Your Financial Planning Calendar for 2020

JANUARY Map out a spending and savings plan. Budgeting may seem like a bore, especially as the winter doldrums set in. Rather than think of it as a financial killjoy, view it as a way to ensure that you have enough money for what you truly value and enjoy—say, a secure retirement and a vacation or two every year. A popular budgeting guideline…