Retirement
Inherited IRA Rules That Can Surprise And Trap Heirs
Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of little-known rules that are…
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New IRS Ruling: Can’t Modify A Trust To Add A Tax Reimbursement Clause
Introduction to the CCA In a recent Chief Counsel Advice (CCA) issued November 28, 2023 the IRS took the position…
Converting A Horrendous Market Structure Into The Best
In micro-economic textbooks, the main factor assumed to affect the quality of a market is the number of sellers. A…
What Should Pre-Retirees And Retirees Do About The 2022-2023 Stock Market Whipsaw?
The S&P 500 gained 26.29% during 2023 when you include the return from dividends. This 2023 return more than offset…
Corporate Transparency Act: What You Really Need To Do
The Corporate Transparency Act (“CTA”) is upon us. January 1 all new entities have to register with the FinCEN. Unless…
What A Chief Marketing Officer Learned After Retiring Early
A number of CMOs either choose to retire early (their 50’s) or they transition into an entirely different career. As…
Volunteer Work Can Improve Your Physical And Mental Health In Retirement
By Ellen Ryan, Next Avenue When Irene Glowinski packs grocery bags for critically ill patients and Cheryl White brings her…
How To Write A Résumé That Defies Ageism And Lands Your Next Job
By Ellen Neuborne, Next Avenue My book club meeting was finishing up when one of the women approached to ask…
What Is Inflation Risk And How Can It Affect Your Retirement?
If you don’t want to feel poor in your retirement, you’ll want to learn about inflation risk and adopt strategies…
Three Ways To Save On Taxes Before The End Of The Year
One of the last things we want to think about as we finish off the holiday ham are taxes. But…
Here’s How To Find An Old 401(k) Account
You aren't alone if you are missing some retirement account assets. Sadly, many have forgotten old 401(k)s or other retirement…
Five Worthwhile Retirement Goals To Work Towards In 2024
Studies have shown that you’re much more likely to achieve the retirement you want by setting retirement goals and taking…
Retirees: Keep Your Retirement On Track With These Six Goals
If you’re already retired, you may think you’re finished with your retirement planning. Most likely, you’ve already made several critical…
How A Chief Marketing Officer Prepared To Retire Early
It’s not uncommon for CMOs to start thinking about retiring in their early 50’s. I have several acquaintances who have…
Unhappy With Your Trustee? 5 Ways To Remove Or Replace A Trustee
Beneficiaries of trusts sometimes need to realize how much control they actually have over a trust. That is because they…
Is There A Predator In Your Aging Parent’s Family?
Mother, age 85, liked freedom with her cash. She used her money without keeping track of her spending. She forgot…
Retiring In 2024? Resolve To Enroll In Medicare Part B To Avoid A Big Mistake
A New Year’s resolution is a promise to yourself to do something good in the year ahead. If you are…
Starting At 50 How To Still Retire A Millionaire
Let’s say you just had your 50th birthday party. Can you still retire as a millionaire? Retiring a millionaire is…
Will 2024 Be The Year Of The Pension Comeback?
Defined benefit (DB) pensions are having a moment. Following IBM’s IBM recent announcement that the company will resume offering a…