Archive for January 2020
What is a good investment mix for someone in retirement?
Investing is like riding the volatility roller coaster. When I was a kid, you loved all the crazy fair rides. The more spinning and turning, the better. I remember adults…
Read MoreSECURE Act (part 3)
A SECURE Act provision will make it easier and less expensive for small business owners to set up retirement plans for employees. The new rule will let more small…
Read MoreSECURE Act (part 2)
Stricter rules for post-death required minimum distributions curtail ‘Stretch IRAs’: The Secure Act requires most non-spouse IRA and retirement plan beneficiaries to drain inherited accounts within 10 years after the…
Read MoreSecure Act (part 1)
President Trump signed the SECURE Act the end of 2019 as part of the government’s spending bill and it will inevitably affect most retirement savers, for better or worse. The…
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