The end of the year is fast approaching and if you are 70½ you only have until December 31st to complete your required minimum distribution (RMD) from your retirement account(s). That is, if you want to avoid a stiff penalty. … Read More
When You Only Have 5 Years or Less to Retire You have worked hard for many years and now it is time to start thinking about what your retirement will look like. You may have some thoughts, dreams, and even … Read More
On October 27, 2016, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2017. Here are the highlights.
by Alexandra Caraballo- November 2015 For several years now we have been talking about the fact that Social Security has been in dire need for a major overhaul. With expenditures increasing well passed the revenue coming into the trust fund, there … Read More
January 2015 What Does Trying to Lose Weight and Planning for Retirement Have in Common? For many of us, shedding a few extra pounds can prove to be a challenge. What is frustrating is that most of us know how … Read More