Should you arrange automatic distributions from your retirement or investment accounts?

Take a look at the September 23, 2019 economic update

Do you work for yourself? Then take a look at the solo 401(k), which marries a traditional employee retirement savings account to a small business profit-sharing plan.

Take a look at the September 16, 2019 economic update.

Most private-sector employers put you in the driver's seat when it comes to saving for retirement. You might prefer the flexibility of rolling over your accumulated retirement savings into an IRA. This choice assumes, however, that your next employer's 401(k) plan allows you to move money into it from another 401(k) plan.

Take a look at the September 9, 2019 economic update.

When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s). These withdrawals are also called Required Minimum Distributions (RMDs). Many IRA owners have questions about the rules related to their initial RMDs, so let’s answer a few.

Take a look at the September 2, 2019 economic update.

Take a look at the August 26, 2019 economic update.

Take a look at the August 19, 2019 economic update.