Important Stock Market Update January 11 2016
The market is down almost 10%. Is it all because of China? Are there other reasons behind the drop? Here’s a video and stock market update I shared with my clients recently – and one that might...
View ArticleIs A Non-Deductible IRA Worth It?
Not everybody can make deductible IRA contributions. But just because you aren’t able to claim a tax deduction for your IRA contribution in 2015, does that mean you should forget about the...
View ArticleThe Overlooked Danger Every IRA Owner Faces
There is a very high likelihood that your retirement accounts are in big jeopardy – and I don’t mean the TV show. That’s true even if you’ve selected the right beneficiaries. The problem I’m talking...
View ArticleMilitary Retirement System – Big Changes Coming
The following is a guest post from Spencer from Military Money Manual. Spencer has a fantastic site structured to help our men and women in uniform make the most of the their finances so they don’t...
View ArticleTaking Money Out of an IRA Penalty-Free – 7 Ways
If you are interested in taking money out of an IRA penalty-free, there are a number of ways to do this. But first let’s see why it’s so important to stick to the IRA rules. Let’s say you have $3,500...
View ArticleHow Much Should You Take Out Of Your Retirement Accounts And When?
Jim, a very sophisticated client recently called me because he was worried about the IRS. He will turn 70 next January and just wants to make sure he complies the rules on mandatory distributions from...
View ArticleIs Your Retirement Income Safe?
No matter what your age is today, at some point you’re going to want to stop working. And when you do that you will rely on passive retirement income to support yourself for the rest of your life. That...
View ArticleWhat Happens After Someone Leaves You Their IRA?
If you inherit someone else’s IRA you have to be really careful about mandatory distributions. Depending on your relationship to the person who passed away and their age, you may be required to take...
View ArticleAre You Expecting Too Much In Retirement?
I stumbled on a fascinating graphic a few days ago over at Investors Business Daily (a great newspaper for investors). It depicts what most people expect their “retirement” to look like. Have a gander:...
View ArticleThe Ultimate Money Guide To Plan Your Own Retirement
By the time you finish reading this and going through the exercises, you’ll have a very good idea of whether or not you are on track to reach your retirement goals and what you can do to improve your...
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