Q: Last year I purchased a variable annuity in my IRA. My insurance company recently sent me a statement reminding me that I need to take a required minimum distribution before year-end.
If you are looking for another tax break for 2021, take a look at opening a Health Savings Account, or HSA.
When I was quite young, I remember my grandfather telling me that there are only two things certain in life: death and taxes.
A couple of years ago, Congress passed a law called the “Setting Every Community Up for Retirement Enhancement” Act.
Q: I am thinking of taking an early retirement package being offered by my employer. I am currently 57 years old, and I have built up a significant nest egg in my 401(k) plan.
Most people don’t give a lot of thought to Medicare until they get ready to retire. However, if you are working and you get paid for it, you and your employer pay Medicare taxes on every dollar you earn.
The Federal Reserve is the most powerful financial institution in the world. In one way or another, its actions and policies touch your life on a daily basis.
Q: When I began my financial plan last year, my planner suggested that we assume I will live to be 95. My family isn't known for its longevity, so I told her that seemed a little ambitious.
A year ago, I wrote a column titled “Confessions of a Bull Market Genius” in response to the stunning stock market rally of 2020.
