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Topic:
Retirement Planning
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Money Minutes: Roth IRA Distributions
Money Minutes: Information to help you live a better financial life.
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CARES Act: What that means for your 2020 Required Minimum Distributions
The Coronavirus Aid, Relief, and Economic Security Act (CARES) was signed into law by the President on Thursday March 26, 2020. This sweeping stimulus package was passed in response to the economic threat caused the COVID-19 pandemic. The CARES Act has many different sections, but, in this blog, we are going to focus on the…
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Does Your Company Offer a Retirement Plan?
One of the most discussed topics in the United States is retirement security. Few Americans have set aside sufficient savings to live comfortably throughout retirement. In fact, the most recent National Retirement Risk Index (NRRI) found The retirement landscape is shifting dramatically, making the outlook for retiring Baby Boomers and Generation Xers far less sanguine…
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Should I convert IRA money to a Roth?
Should I convert IRA money to a Roth is a complex question. Before 2017 tax law allowed recharacterization (being able to undo a Roth conversion). After 2017, tax law changed and you can no longer undo a conversion. So, before converting an IRA to a Roth, think through your full portfolio and goals. Converting an…
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9 Birthdays to Remember for Retirement Readiness
Even if it seems a long way off, it’s never too early to begin thinking about retirement. The decisions you make now will have a profound impact on where you find yourself decades from now. Odds are your retirement will be the largest “cost” you’ll have to cover in your lifetime—depending on your retirement date…
