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Understanding Inherited IRAs and Their Inherent Dangers

Retirement assets represent over 34 of all household financial assets in the U S estimates show with the grand total topping 26 trillion IRA assets represent over 8 trillion of the sum and are the greatest single share class as well as the fastest growing share of retirement...
Posted On 17 Aug 2017

Planning for Retirement the R.I.T.E. Way

By  Scott Bishop, CPA, PFS, CFP® Most Americans spend decades of their lives working and planning to save for retirement. However, when they get close, there is very little discussion on how to plan for retirement income and distributions. There are right ways and wrong ways to...
Posted On 17 Aug 2017

With Social Security and Taxes, Make Sure Youre Getting the Right Advice

Plenty of experts on Social Security can provide information ranging from reports to analysis pieces about determining the best time to opt into the program to maximize your benefits However some of these experts may not give you the whole picture They may not take taxes into...
Posted On 17 Aug 2017

Why Im a Lazy, Passive-Aggressive, Cheap Investor

By  Christina Empedocles, CFP® I normally never use the term lazy to describe myself, but in this instance I’ll make an exception. You may think to get anywhere with your money you have to roll up your sleeves, consult with the experts, and take on a mountain of work....
Posted On 17 Aug 2017

How to Talk to Aging Parents About Money

When you were a kid your parents probably talked to you about money perhaps about the value of a buck or how you might spend your allowance As time marches on you may find the situation reversed and that you have to have the money talk with your parents Adult children Source
Posted On 17 Aug 2017

Leaving Your Digital Legacy

My mom who passed away a few years ago was a very careful and meticulous person who kept a notebook with all of her online account passwords Mom was also a Morse code operator in the Royal Air Force during WWII so all of her passwords were in code I was lucky She told me about...
Posted On 17 Aug 2017

Working Part-Time in Retirement Can Be Tricky

Some people s retirement dreams consist of having the time to do what they want unencumbered by the demands of working For others staying in the workforce on a part time basis either out of necessity or by choice is a core component of their retirement picture Some people s...
Posted On 17 Aug 2017

Retirees, Take a Midyear Tax Checkup

What a difference a few months make When 2017 began it seemed all but certain that Republican control of the House Senate and White House would quickly deliver wide ranging tax reform with much lower tax rates as a headline feature After all when George W Bush was elected in 2000...
Posted On 17 Aug 2017

A Household Spending Plan to Save for Retirement

By  Dave Rowan, CFP® “I’m Too Busy to Plan for Retirement” Like all of us, you’re busy. Retirement is a fuzzy, distant event that has nothing to do with shuttling the kids to lacrosse practice or dance lessons while making sure family members with five different schedules manage...
Posted On 11 Aug 2017

Heres What It Would Take to Retire Now

Are you ready to retire? Nearly half of  Americans expect to retire in their 60s , found a GOBankingRates survey. You might already be that age and trying to decide if you’re ready to leave the workforce. Or, you might be much younger and hoping to kiss the 9-to-5 goodbye....
Posted On 11 Aug 2017