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Category: Retirement

Took an RMD This Year? You Can Put it Back

Joseph called attention to an issue in a recent Friday roundup that we thought important enough — and relevant to enough of our readers — to warrant a separate article. The issue? That if you took a required minimum
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How to Set Your House in Order

Unless the Lord returns first, the odds are 100% that each of us will die. When the time comes, will your financial house be in order?
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CARES ACT Provides Pandemic-Related Aid to Taxpayers, Retirees

Congress and the White House are trying hard to counteract the financial fallout from COVID-19. Here's what that means for you.
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Does the National Debt Matter? No – Unless It Does

In last Friday's Money Roundup, we linked to a couple of opinion pieces arguing that the size of our federal debt (now at $23 trillion) isn't a problem. Therefore, we needn't be concerned about adding about $2 trillion
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When a “Bucket Strategy” Shines

If you're retired, or close to retirement, having plenty of cash on hand allows you to take a bear market in stride. You can calmly wait for your stock-based investments to recover.
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Faith, Fear…and Caution

The Bible is clear that fear is not to be our response at times like these. But with fear clearly off the table as an acceptable response, how do we balance faith versus a healthy level of caution?
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Using SMI’s Portfolio Tracker to Manage a Limited 401(k) Plan

Based on new research, we’re recommending a change to the process of implementing Upgrading in a work-based retirement plan that offers relatively few investment choices.
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Making the Most of What’s Left of the Stretch IRA

A new law has curtailed the stretch IRA, but with the right beneficiary designations and the right conversations, an inherited IRA can still stretch pretty far.
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The Core Building Blocks of Successful Investing

You can't control the behavior of the stock market, but you can control your own investing behavior. Sticking to these five foundational principles will enable you to invest with confidence and make progress toward your
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The New Law of the Land on RMDs, IRA Contributions, and More

Here's an overview of recent changes affecting required minimum distributions (RMDs), IRA contributions, inherited retirement accounts, and retirement-account investment options.
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