A Primer on Dividends
Many of my clients use dividends as part of their long-term retirement income plan. Dividends provide consistent, recurring income that often rises with inflation. Even clients who are still in the...
View Article2019 IRA and 401(k) Contribution Limits Rise
It may sound obvious, but if you want to have more money when you retire, you are going to have to save more money when you are working. Fortunately, the annual limits on how much you can contribute to...
View Article10 Things To Know About the Required Beginning Date For IRAs
Adding money to an IRA is easy. Knowing when and how to take money out of an IRA in a tax efficient way while complying with all the rules and regulations surrounding IRAs and retirement plans -- that...
View ArticleHow To Estimate Your IRA RMD
Most IRA custodians will do this calculation for you, but for planning purposes it can be helpful to estimate in advance what your RMD may be.
View ArticleImportant Birthdays Over 50
In fact, starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications regarding your retirement income.
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