I think that personal financial planning is Ground Zero for FOMO (fear of missing out) for those of us over a certain age. Those of us who need FOMO spelled out. 😊 Everyone’s worries are valid, but many times they are overblown or don’t even apply. But some things we worry about are going to…
You’ve made it this far in the RMD Series. And you’re tired of my telling you to just not worry about RMDs. That’s fair. There are legitimate concerns that one might want to plan to avoid. Tax brackets could go higher during your retirement. Estate rules could get even harsher for inherited tax-deferred accounts Your…
Props to Ed Slott, Jeffrey Levine, and Bob Carlson. They sure do get the word out to the public with their RMD analysis. And, I’ll just say it, scare tactics. Witness the blitz of books, blogs, and podcasts about the IRA Tax Bomb, the Minimum Distribution Monsoon, Withdrawal Flash Flood Warnings, and Estate Tax Explosive…
I attended a Red Rocks concert a few years ago where the artist, after doing an excellent cover of a Tom Petty song, declared to the crowd, “As they say in Hollywood, if it’s worth doing once, it’s worth doing again.” At which point he launched into a cover of another Tom Petty Song. And…
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