Prepping for the Holidays? Include Your IRAs, Too

Before the weather turns wintery and our holiday family time gets busy, now’s a good time to make sure your IRA housekeeping is all set.

Don’t Forget Your RMD Before The End Of The Year

Required Minimum Distributions (RMDs) affect holders of tax-deferred retirement accounts starting at age 70 1/2. Understand what RMDs are and how they can work to your tax advantage.

The Most Wonderful Tax Advantages of the Year

While all three of my girls love this time of year, it is my Phoebe who truly exudes the Christmas spirit. Every year after Thanksgiving, Phoebe decorates her room with lights, ornaments, stuffed Santas, holly, mistletoe . . . it’s like walking into a winter wonderland. In fact, this year Phoebe has a big handmade […]

Required Minimum Distributions, Do I Need To Worry?

Last week was a long week. In Jeff’s endless pursuit of physical fitness (not really), he hurt himself. All of us in the office tell him he will be fine, but the poor guy had to take it easy for quite a few days. Both of our schedules were a bit thrown off as a […]

RMDs—What You Need To Know

Christine, a summer resident, recently e-mailed me. She wrote, “Dear Jeff, I am a summer resident and your column is the first one I read when I receive my Friday Enterprise. I have learned so much from your articles. You may have covered RMDs in the months I am not here so I wondered if […]