Category: In The News

Why the IRS CARES About RMDs

Posted on: July 1, 2020   |   Category: In The News

When the IRS releases new IRA information, it’s dry, boring, and usually just a technical thing that your accountant needs to know about. This time, though, the IRS update has some real need-to-know kind of news. It’s about the CARES Act and it can affect you right now. Let’s start with a quick overview and then move on to […]

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Covid and the Little Investor

Posted on: June 19, 2020   |   Category: In The News

Everybody and his sister has an opinion about Covid and the state of the world today. Although we don’t begrudge anybody their First Amendment right, it does make it hard to plan for a comfortable retirement.  Who are you supposed to listen to get your ducks in a row? Obviously, there are no guarantees in investments, but if you want to look for advice from […]

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Feds Find Favor in Freeing Funds

Posted on: June 8, 2020   |   Category: In The News

DOL Acknowledges Retirement Investing Can Extend Beyond Wall Street What does the Department of Labor have to do with your retirement planning? A lot. The DOL regulates the kinds of assets that your IRA and 401k can invest in and tries to make sure that brokers follow the Fiduciary Rule. In short, a broker or […]

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