After being stuck in the Senate for over 6 months (thanks, as usual, Ted Cruz!), the Setting Every Citizen Up for Retirement Security, aka the SECURE act, was finally signed into law at the end of 2019. What does…
Yes, a recent blog was just making fun of New Year’s Resolutions. But the new year does feel like a good time to embark on fresh starts, be it health, relationships, or money. I can only help with one. …
Ah, the New Year. Time to start fresh and do all the things you meant to do last year. If one of your promises is to laugh more (a good vow if ever there was one) look no further than…
Just a quick reminder for those of you aged 70 ½ and over who are also charitably inclined: There is no better way to gift from a tax standpoint than directly out of your Traditional IRA. Why? Money that comes…
By now, your family has been cooped up together for a few days. People are getting whiny and so are the kids. You are broke from the gift giving and planning to put an extra $500/year into your 401(k) (see…
Attention retirement savers! For the second year in a row, the employee contribution limit to 401(k)s, 403(b)s, and 457 plans has been raised. In 2020 you will be able to put $19,500 into your retirement plan. The amount the employer…
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
