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What Happens if I Take a Bigger RMD?
“Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the …
Inherited IRAs Require Careful Handling
Navigating the Complex World of Inherited IRAs “One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give …
Social Security and Medicare and the Impact on Retiree Taxes
Navigating the Complexities of Retiree Taxes “Medicare has a series of income limits that trigger increasingly higher payments for retirees. And it’s not just the …
Are You Making the Most of the Secure and Cares Acts?
Changes to IRAs under the SECURE Act “There have been several law changes that affect IRAs passed since December 2019.” The SECURE Act made a …
Tapping an Inherited IRA?
Understanding Inherited IRA Rules and Regulations “When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If …
Elder Abuse Continues as a Billion-dollar Problem
Protecting Yourself from Elder Financial Fraud “The official figure for elder financial fraud used by a congressional committee is around $3 billion a year, but …
Massive Changes to RMDs From Stimulus Plan
Stimulus Plan Brings Massive Changes to RMDs and Retirement Contributions “Here are the highlights of the most recent tax changes found in the $2 trillion …