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2004, 2021

Understanding The RMD Rules for Inherited IRAs

Understanding The RMD Rules for Inherited IRAs By Carla Fried and Benjamin Curry Forbes Advisor April 20, 2021 7:48 am ET There’s more than $12 trillion currently sitting in individual retirement accounts (IRAs). Plenty of that IRA money will be spent by account owners during their retirement, but a significant portion is likely to be inherited in coming years. If you inherit an IRA, you’ll need to follow certain rules carefully about how you manage and withdraw from your new account. Fail to [...]

804, 2021

6 Tips for Managing Your 401(k) Like a Pro

6 Tips for Managing Your 401(k) Like a Pro By Nick Fortuna Barron's April 1, 2021 7:00 am ET One appealing aspect of a 401(k) account is that it requires little time and effort to manage. As long as workers contribute as much as they can afford—or at least enough to garner any company matching contribution—to a diversified portfolio over many years and avoid early withdrawals, they should reap the benefits of compound interest and build a substantial sum. But if you put [...]

1101, 2021

Get Your Finances in Order in 2021

Get Your Finances in Order in 2021 By Rodney A. Brooks      Monday, January 11 If ever there was a year that offered retirees the opportunity to get a gut check on their finances, this is it. For many people, their lives, finances and their spending habits were all changed in dramatically – and some say permanently – by the pandemic. In addition, there were changes in tax laws affecting retirees and retirement accounts. “Build a plan that plans for the worst.” [...]

2312, 2020

4 Last-Minute Smart Financial Gift Ideas

4 last-minute smart financial gift ideas that go a lot further than cash It’s getting to be holiday gift-buying crunch time. Maybe you’ve procrastinated and need to find a curbside pickup deal. Maybe you shopped online early, but just received that dreadful email informing you that, sorry, it looks like your package may not arrive in time to make it under the tree. If by this late date you’re at a loss for what to give, consider purchasing an investment for your recipient [...]

2005, 2020

Retire With Confidence

Retire with Confidence using a Retirement Focused Independent Fiduciary and CFP® West Hartford, Connecticut – May 20, 2020 – Perhaps the biggest dread in retirement is that of a downturn and how it could influence retirement income. Be that as it may, working with an advisor who is a CFP® and fiduciary, can be a huge step in mitigating the effects of a recession. The ups and downs in the market can take a serious toll on the country’s economy, causing the news [...]

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