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Tag Archives | Retirement Planning Advice

Action Now Is Key to Easing Financial Fears

Not long ago, one of Americans’ top fears was public speaking. Apparently Toastmasters is working; this fear didn’t even make this year’s Top 10 list. Chapman University recently completed its third Survey of American Fears, as reported in an October 12 article in Science Daily. Based on responses to questions about 65 potential fears from […]

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Senate Targets “Stretch” IRA’s for Elimination

The Senate is considering eliminating the “stretch IRA”,  a popular estate planning strategy that allows a beneficiary of a non-spouse IRA to  stretch out required minimum distributions (RMD) over their life expectancy. The provision requires inherited IRAs to be distributed within 5 years of the original owner’s death. The provision is included in the “Highway Investment, Job Creation and Economic […]

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