Inherited IRAs . . . What You Need to Know
Inheriting IRAs introduces far-reaching tax complications. Make sure to take all issues into account before distributing or reinvesting your inheritance.
Understanding IRA Withdrawal Rules
Before you make a withdrawal from your IRA to pay for big bills or a home improvement, understand how that distribution will affect your retirement plans.
The SECURE Act and the Future of Your Retirement
New legislation promises to help Americans save more for retirement. Find out how the SECURE Act may affect you.
Pay Down Debt, Save, or Invest?
When you get a tax refund or any other windfall, should you use it to pay down debt, save it, or invest it? Find out how to make your money work for you.
Taking a Hard Look at 401(k) Loans and IRA Withdrawals
Before you take out a 401k loan or make an IRA withdrawal, understand the borrowing rules and how it will affect your retirement.
Roll Over Your 401(k) to an IRA and Take Control
Tim and Joyce came to see me a few weeks back. They live in Pembroke, are both in their early 40’s, and have three boys ages, 14, 11, and 8.…
Pension Planning: Lump Sum or Annuity?
Do you take your pension as a lump sum payout or as a monthly annuity? How much control do you want over your money, and is there another option?
Take Control of your Old 401(k) Savings
If you change careers or employers, don't ignore your old 401K accounts. You can take control of your 401K and convert it to a new employer plan or an IRA.
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.
Women Face Unique Challenges in Retirement
Women face unique challenges in retirement, but careful planning and an effective investment strategy can make a difference.