Latest News Retail sales for the month increased by 0.7%, against the Dow Jones estimate for a decline of 0.2%.


How the New Retirement SECURE Act Impacts You

The most significant change, though, is how it treats non-spouse beneficiaries. Previously, non-spouse beneficiaries could “stretch” their required withdrawals over their lifetime. For example, a 40-year-old successful doctor who received a substantial sum from their mother’s IRA could take their required amount over their lifetime.

Continue Reading »

Diversification and Rebalancing A Retirement Saver’s Best Friend (6/2019)

Soon investors will be getting their 2019 mid-year 401(k), 403(b), or IRA performance reports. As markets are wont to do, last year’s poor performers—stocks, high-yield bonds, longer-term bonds—reversed course and are this year’s winners, reaffirming that the one free lunch available to investors is diversification. Reviewing Your Accounts Do’s and

Continue Reading »

Scroll to Top