Let’s assume you followed last week’s post and found you have a couple of stock funds – or even stocks– in your taxable account that just aren’t performing. How do you decide to pull the trigger to sell and take the net proceeds and buy
Surprise – or at least it’s a surprise to me – the CARES Act gives us older retirees the option to skip RMD this year. This post addresses whether or not you should do that. My conclusion: most retirees have to take more than