The SECURE Act created a new twist in tax planning when it took away the ability of most non-spouse beneficiaries to stretch their taxable i

Wow, a month ago we had barely heard the word “coronavirus”, and now we are feeling its effects in the financial markets. We all know the...

Do you make too much money to contribute to a Roth IRA? Or wish you could add more than the $6,000 – $7,000 allowed each year? There’s a...

The SECURE Act was signed into law in late December 2019 with little public fanfare. But it’s sending shock waves through the retirement...

I’m sure you’ve heard the saying, “Nothing is certain in life except death and taxes.” It’s kind of true, actually. And my job is to make...

FINRA (the Financial Industry Regulatory Authority) periodically surveys people about their financial knowledge. It asks respondents to...

It’s easy to think that you’ll be paying less tax in retirement. After all, you’re not working full time anymore and, odds are, your...

We can all learn from other’s mistakes. And in the world of complicated IRA taxation, it’s not hard to make one. Know that IRA’s and...

Are you looking forward to the day when you can permanently turn off your alarm clock? Or perhaps finally tell the boss what you really...