Here’s our summertime-is-just-around-corner Roundup of recent articles on investing, personal finance, and stewardship.
Pull up a lawn chair, pour yourself a glass of lemonade, and enjoy!
Will raising the age for required withdrawals from your retirement accounts make a difference? (CNBC). Congress is considering legislation that would increase the age for required minimum distributions (RMDs) from 70½ to 72.
What the new ’Best Interest’ rule to protect investors will do (Forbes). The U.S. Securities and Exchange Commission says brokers may no longer allow commissions and/or incentive bonuses to influence their investment recommendations.
The transition to Medicare: How to get it right (Morningstar). A key mistake: failing to sign up for Medicare at the right time. If you miss the deadline, you will pay — in some cases, for the rest of your life.
Wealthy Americans say financial worries taking toll on mental health (Bloomberg via American Banker). Having money does not necessarily lead to peace of mind.
Nina Olson: The softer side of the IRS (Kiplinger). Olson, the soon-to-retire U.S. Taxpayer Advocate, says she prepares her own taxes. "[It’s] my duty to find out how painful it is."
And from columnists and bloggers...
Watching paint dry (Blair duQuesnay, The Belle Curve). Long-term investing is boring and thrilling at the same time.
How couples can maximize Social Security benefits (Liz Weston, NerdWallet). Married couples have a greater variety of options for claiming benefits, which is also means more opportunities for costly mistakes.
Do you have a digital ’guardian’ for your estate? (Marcy Keckler, Kiplinger). In many states, you can designate a fiduciary to legally access your digital assets (online accounts, digital purchases, web domains, etc.) after you pass away.
7 million U.S. homeowners can refi right now. That’s 1 million more than last week. (The Basis Point). Fresh data that relates to our May newsletter article Should You Refinance?
AARP vs AMAC: Which has the best benefits? (Rockstar Finance). SMI’s 2017 article on alternatives to AARP is one of the most popular pieces we’ve ever published. This article, from Rockstar Finance, offers a head-to-head comparison of AARP and the Association of Mature American Citizens (AMAC).
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