If you are an investor with a meaningful amount of your savings in pre-tax retirement accounts (either employer plans like 401ks or Individual Retirement Accounts (IRAs)), you have some to-do’s to consider as you near retirement (which were imbedded in a question I received from a client this week) The reason for this stems from […]

It’s almost that time of year when you start to think “what was it that I needed to get done before 12/31 again?” – both on a personal and financial level. A popular item in the financial column is the processing of Required Minimum Distributions from pre-tax investment accounts. We covered this question/topic in detail […]

Santa isn’t the only one who should be reviewing a list this time of year! I’ve been working thru a year-end financial checklist for myself and my clients the past several weeks and thought it may be helpful to share some of the key items. (Note: as always, be sure to consult your advisors to […]

There is no shortage of acronyms when it comes to finances. One you may be hearing in the news lately is RMD, or Required Minimum Distribution. A client recently asked me to explain this concept in more detail. So, let’s take a look at what an RMD is, how it may apply to you (now […]