Monthly Older Posts: June 2019

Will your heirs get $thousands less from your inherited IRA?

A possible change in tax law would require heirs of our IRA to fully distribute them over fewer years. The change, described here, (“… It Could cost Your Kids Thousands.”) would require that our IRAs be fully distributed within ten years of our death.

How many decades will your IRA enjoy tax-free growth?

A possible change in tax law would cut the number years our IRAs that we leave to our children or other heirs will grow tax free. The change, described here, would require that our IRAs be fully distributed within ten years of our death.

What’s the fundamental advantage of a Retirement Account?

Does it ever make sense to not add to your IRA when you have money saved that you won’t spend for many years? My friend Jim, years younger than I am, asked me, “I have money to invest. I don’t plan on spending it for

What mid-year corrections should we make to our financial retirement plan?

Like most all of us, I look often to see how the market and my holdings are doing. (Patti has it right: she never looks!) My looks are quick: is the market up or down today? Are my holdings up or down today? I know

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