Should You Be Concerned About Required Minimum Distributions

If your Required Minimum Distribution is not managed properly you may be exposed to additional tax liability   Determined by the fair market value of qualified retirement accounts, a Required Minimum Distribution (RMD) is the minimum withdrawal amount account owners must take when they reach age 70½. Types of accounts affected by the Internal Revenue [...]

By |2020-04-16T00:19:52+00:00August 19th, 2019|Retirement Planning|

Responsible Management Of Retirement Savings

Are you using responsible management to maximize yields and reduce market risk As I work with pre-retirees and retirees, I am always amazed at their emotional response to managing their essential money. Believing the fallacy that if they give this money to the same brokerage firm their peers use to manage and invest in the [...]

By |2020-04-16T19:34:05+00:00August 19th, 2019|Retirement Planning|

What Is a 403(b) Plan?

Learn How a 403(b) Can Expand Your Retirement Options A 403(b) plan, also known as a Tax Sheltered Annuity (TSA), is a retirement plan for employees of public schools and other tax-exempt organizations. It's also called a tax-sheltered annuity (TSA), a tax-deferred annuity, or a 403(b) annuity. Only certain people are eligible to participate in [...]

By |2020-04-15T01:17:48+00:00January 23rd, 2019|Retirement Planning|