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
You don’t HAVE to sell ANYTHING – stocks or bonds – in your Traditional retirement accounts when you take your RMD or any other withdrawal from your Traditional retirement accounts. These two decisions are separate: 1) How to take your RMD and 2) What securities
I hate reading articles that folks think COVID-19 is a hoax or is overblown. Or seeing those images of hundreds on the Georgia beaches. This article says a “poll this week found the percentage of those taking the threat of coronavirus had actually declined since
Patti and I are hunkered down in Pittsburgh. I assume you are hunkered, too. This is a National Emergency like no other I’ve witnessed in my lifetime. This is only the second National Emergency related to stopping a virus killer, and this killer is a