A warning if you use a trust as a retirement account beneficiary and a few notes on employer-sponsored retirement plans.
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Part of the SECURE Act means being able to contribute to a traditional IRA even after your 70 and 1/2 birthday. Also, stipend payments and non-tuition
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When it comes to inheriting your rich uncle's IRA, timing is everything.
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Are you ready to start investing? Investing in the stock market can be particularly rewarding, but not without risk. If you’re particularly risk averse, you may
Why 70 1/2 years of age doesn't mean what it used to (even if we don't quite know what THAT was). And a few more tidbits about the SECURE Act.
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The end of 2019 was full of surprises; especially shocking was the passing of the SECURE Act.
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Wrapping up the series with a discussion of how the recent buyout announcement may impact clients and the financial industry.
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More about the history of Personal Money Planning and various brokerage firms in light of the recent buy-out announcement.
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Gary shares his thoughts on the recent announcement regarding Schwab and TD Ameritrade.
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Reality check: If you thought you were going to retire at a "normal" age, think again.
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As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well
A reminder about Donor Advised Funds. And QCD. And Taxes.
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