Business

Roger Green, MSFS,CFP®

The past couple of years, COVID-19 has many people thinking more about their own mortality, leading many to take steps to plan to protect their loved ones.

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Roger Green, MSFS,CFP®

As we end one year and begin another, there are things you need to think about doing to maximize your retirement assets, gain any available tax benefit, and/or avoid any tax penalty that may be linked to your investments. Here are some things you should consider:

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Roger Green, MSFS,CFP®

What is an RMD? In the year in which you turn 72 (was age 70 ½ before 2020), current IRS guidelines require you to take a Required Minimum Distribution (RMD), from your Qualified retirement accounts (tax advantaged accounts).

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Roger Green, MSFS,CFP®

A report released in 2020 by the National Institute on Retirement Security (NIRS) finds that across all age groups women have substantially less income in retirement than men (National Institute on Retirement Security, NIRS 2020).

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