Dos and Don’ts of Beneficiary Designations
Most people think of wills and trusts when they hear the words estate planning. However, an essential – and often overlooked – aspect of estate planning is making beneficiary designations […]
The “Too Young” Conundrum
Early retirement gives you an opportunity to get away from the corporate world and pursue your interests. But people who retire in their 50s suffer from what I call the […]
A Reminder for First-time RMD Retirees
Even though the IRS is extending the April 15 deadline for filing your tax return to April 18 this year because of the weekend and a Washington, D.C., holiday, you […]
Year-End Retirement Savings Actions
The end of the year is approaching, but it may not be too late to make some retirement account decisions that can help you reduce your 2016 tax burden. In […]
Don’t Forget to Take your RMDs
It’s that time of year again. Required Minimum Distribution season is upon us. Here’s a quick reminder of the rules for everyone. If you are age 70 1/2 and older, […]