As we have written about previously, the CARES Act waived Required Minimum Distributions (RMDs) in 2020. For taxpayers who had...
Retirement Planning
Seniors Turn to Education for Retirement Activity
The concept of retirement has evolved. Instead of focusing on the golf course and the bridge table, today's retirees are showing up...
11 Common Money Mistakes People Make in Retirement (UPDATED)
Retirement is supposed to be a chapter in one’s life that is full of joy. You finally have time to do the things you’ve always wanted...
10 Common Money Mistakes People Make in Their 50s
Once you enter your 50s, you are officially closer to retirement than the age when you started working. Retirement ceases to be a...
Qualified Charitable Distributions After the CARES Act
As most of you know by now, the CARES Act waived the minimum distribution requirement from IRAs and Inherited IRAs for 2020. ...
The Advantage to Delaying Retirement
When should I retire? That’s a question millions of people ask themselves, their friends, and their financial advisers each...
How the CARES Act Impacts Required Minimum Distributions
The CARES Act, signed into law on Friday, March 27, is a relief bill for individuals, small businesses, and non-profit organizations,...
The CARES Act and You
On Friday, March 28, President Trump signed the CARES Act into law. The CARES Act is an economic stimulus package designed to help...
Watch the SECURE Act Webinar Recording and Learn if Your Retirement Plans Need to Change
There is a high likelihood the SECURE Act will affect your retirement planning. Passed into law in December 2019, the "Setting Every...
SECURE Act Law Could be Boon for Charities
The recently passed SECURE Act has made several changes to retirement plans, some of which could result in an increase in the amount...
A Big Decision for Seniors: Do I Stay, or Do I Go?
There's no place like home. That's the feeling many of us have as we age and need to consider where and how we will live as seniors....
What You Need to Know About the Recently Passed SECURE Act
On December 20, 2019, Congress passed, and the President signed the “Setting Every Community Up for Retirement Enhancement Act,”...