Making sure your IRAs are allocated properly for required minimum distributions (RMDs) once you reach the age at which you must take them is as simple as following a bit…
Category: Blog
White Paper - Understanding Required Minimum Distributions
The idea behind required minimum distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they also want to make…
White Paper - Market Math Made Simple
Have you ever bought a pair of pants for your child or grandchild that were too big? It’s a common occurrence, and when it happens you basically have two options:…
White Paper - The Hard Lessons of Stock Market History
If you’re like most people, you believe there’s a great deal of truth in the old adage that history tends to repeat itself more often than not. That’s an important…
So You're Retired - Now What?
Most qualified retirement plans offer significant tax benefits – if you’re willing to follow a few IRS-specified rules, that is. The federal government wants to make plans such as 401(k)s,…
How Social Security Works
The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of the Great Depression. It was intended to provide a safety…