required minimum distributions Archives

November 9, 2024

Market Roundup: Nov. 4 – Nov. 8, 2024; Case Study: Year-end Financial Moves; CPA Insight: Georgia Tax Credits; Q&A Time: Nominee 1099s and the Heath Care Sector

August 3, 2024

Market Roundup: July 29 – August 2, 2024; Case Study: When RMDs are Not Needed for Living Expenses; Q&A Time: 401(k) Diversification

May 18, 2024

Market Roundup: May 13 – May 17, 2024; Case Study: Roth IRA Retirement Income Strategy; Q&A Time: 404(k) Rollovers to an IRA then into a 401(k)

April 20, 2024

Market Roundup: April 15 – April 19, 2024; Case Study: Financial Moves Coming Out of Tax Season; Q&A Time: Estate Tax and if IRAs are “Judgment Proof”

December 16, 2023

Market Roundup: Covering Dec. 11 – Dec 15, 2023; Case Study: The Retirement Sweet Spot; Q&A Time: Would you choose callable or non-callable CDs?

December 2, 2023

Market Roundup: Covering November27 – December 1, 2023; Case Study: Qualified Charitable Distributions; Q&A Time: Shein’s IPO

October 7, 2023

Market Roundup: Covering October 2 – October 6, 2023; Case Study: The Multiple Rule Sets that Govern Inherited IRA RMDs; Q&A Time: Social Security Survivor’s Benefits

July 15, 2023

Market Roundup: Covering July 10 – July 14, 2023; Case Study: Withdrawal Strategies for Retirement Funds; Q&A Time: 401(k) Plans and Crypto

March 4, 2023

Market Roundup: Covering Feb. 27 – March 3, 2023; Case Study: How the SECURE Acts affected RMDs; Q&A Time: The valuation model and student loans

February 18, 2023

Market Roundup: Covering Feb 13 – Feb. 17, 2023; Case Study: Planning Using SECURE Act Rules; Q&A Time: Interest from TIPS funds and Shrinkflation