Many consumers automatically synonymize the words investing or investment with the word risk. Halloween is just around the corner, but investing doesn’t have to be scary.
[+] Full Article Diversification, Patience, Consistency - 09/01/22
Regardless how the markets may perform, consider making the following part of your investment philosophy:
[+] Full Article
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June 1, 2022 Understanding key birthdays may help you better prepare for certain retirement income and benefits. But perhaps more importantly, knowing key birthdays can help you avoid penalties that may be imposed if you miss the date. Read more »
401(k) Aging Birthday Contribution Contribution Limits Distribution Income IRA Medicare Retirement RMD SECURE Act Social Security |
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December 1, 2021 Things you can do for your future as the year unfolds. Read more »
Charitable Giving Financial Planning Health Savings Account HSA Life Changes Marital Status Philanthropy Required Minimum Distributions Retirement Savings RMD Savings To Do List |
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March 25, 2021 A choice for IRA owners who want to reduce taxes linked to IRA distributions.
Do you have an IRA? As you enter your 70s, you may start to look at that IRA not only as an asset, but also as a problem. By law, you must take required minimum distributions (RMDs) from a Traditional IRA once you reach age 72; there are very few exceptions to this. Read more » #IRA #RMD IRA Philanthropy QCD Qualified Charitable Distributions Required Minimum Distribution RMD |
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March 1, 2021 Life expectancy tables will be updated by the IRS for the first time since 2002. If you are at "RMD" age, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022. Read more »
Required Minimum Distribution Income Planning IRA IRS Retirement Plan Retirement Planning RMD |