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Tag: Required Minimum Distribution

Higher Life Expectancy, Lower IRA RMD’s

Watch this video on YouTube If you are over 72 and own an IRA, 401(k), 403(b), or TSP, you may be on the receiving end of a gift from the President. In 2018 he issued an Executive Order on “Strengthening Retirement Security in America.” One of the...

Roll Over 401(k) to IRA But Keep Your Job

Watch this video on YouTube If your employer offers a 401(k) or other retirement plan, contributing to that plan is a foundation of your retirement savings. However, as you approach retirement age, you might consider moving some of your retirement funds out of your...

Avoid Costly IRA Mistakes

Watch this video on YouTube Investing through an IRA is a foundational method of retirement saving. Opening and contributing to an individual retirement account is not hard. That doesn’t mean IRAs are simple and easy to understand. I was reminded of this at the...

Tax Planning for Retirement Plan Required Minimum Distributions

Watch this video on YouTube Planning is important for all things financial, including retirement, which is inevitable no matter how far into the future it may seem. The financial decisions you make in your 20s through your 60s will greatly impact the quality of your...