The new rules apply to IRA beneficiaries who received an inheritance in 2020 or later. Tax planning can help minimize the taxes you owe on your inheritance.
3 Mistakes Beneficiaries Must Avoid When Inheriting An IRA
read more
Protecting Family Money
Are you prepared for things to go terribly wrong?
Cynthia woke up. Everything was blurry, including the talking. She tried to move, but everything hurt too much. She laid there on her back, trying to make sense of the situation. What was happening?
Procrastination Poofs Your Money – Vlog
The pile. It sits on Jake’s credenza containing all the documents and files that he’s promised Cynthia he’d review and be decisive.
Marty Goes Camping – VLog
It’s that time of night for Marty. Brrr, it’s cold outside. Heck, it’s cold inside the tent. Unzip the sleeping bag, and then the tent.
Marty and Jean visit the David
Marty and his new wife honeymooned in Italy. They enjoyed many of the touristy things, but being a retired machinist, he is always interested in complex structures.
Cyber Security teaser
Ever wondered how well you are protected from Cyber Criminals? We met with Tim Marsh and his team to discuss precautions we can take to protect ourselves online. Check it out!
Charlie Avoids a Scam
Saturday morning, Charlie got a call from the power company. She’d just moved into her new home and they said she hadn’t paid the deposit to move the account to the new location.
Soundbites and Memes Rule the World
Fear of spreading the virus, along with travel bans and tariff rhetoric, force businesses to develop more localized supply chains.
Charlie Becomes Unusual
Charlie wasn’t always unusual. She used to keep up with her friends’ spending habits, and ultimately, lived week-to-week, paycheck-to-paycheck.
How SECURE does new legislation make you?
December 20, 2019, a new piece of retirement legislation became the law of the land, further pushing the burden of providing for one’s later years into the realm of the individual…