Thinking the Worst is Over … Leonardo Fibonacci May Beg to Differ
The worst may not be over!
Should I Be Buying or Selling?
Is the Worst Over?
It is ALWAYS the Right time to Do what is Right!
Take Control of Tax Costs in Your Retirement Plan
We want to pay our taxes deliberately, being mindful of what tax bracket we end up in and how close we are to the next marginal tax change.
Get $5,000 each from Retirement for Birth or Adoption
Becoming a new parent can put a severe financial strain on families whether through adoption or pregnancy. SECURE Act: each parent is able to take up to $5,000…
Uses for 529 Funds Include Student Loans, Private Schools, Siblings, & More
The 529 plan allowed tax free growth on contributions to the future ‘college fund’. Student loans, apprenticeships, sibling student loans, and alternative schooling.
Start Saving for Retirement While in College | Secure Act Rules
When you are use to saving, it becomes a habit and little by little, you can increase your contributions. Soon, you will not even notice it’s gone.
SECURE Act | Is the Stretch IRA Dead? | New Rules Apply
The SECURE Act ends the stretch IRA. All of those plans have to be reviewed and probably revised.Stretch IRAs for those who died before 2020 are still good.
Required Minimum Distribution (RMD) Age Raised to 72
This will give you more flexibility in years to come as you manage your income tax costs. This is not to be confused with a Roth Contribution.
Part-Timers Get to Contribute to Retirement | Guard the Seed | Secure Act
If you are working part-time, the thought of saving may seem a bit overwhelming. Respect the potential of the seed with the new Secure Act rules.
How to Get Your Money! – from SECURE Act – part 4 of 4
How can college students start saving for retirement? Can part-time workers save tax costs and contribute to retirement?
How can you take money penalty-free when adopting? What is happening to minimize savings discrimination for older workers? What are the new uses for 529 savings plans?