As part of the economic recovery the federal government suspended required minimum distributions in 2009, but RMDs are back for tax year 2010 and forward so a Required Minimum Distribution primer is definitely needed. While there are actions you can take if you forget your RMD it is much easier to be proactive and actually take your RMD!…
August 5th, 2010 will be 2 years for My Journey to Millions! To put that in perspective: High School was 4 years College was 4 Years Law School was 3 years I have been Married 2 years and 2 months For the next couple days I am going to re-post some REALLY old posts. Today…
Last week I reviewed Morningstar’s Free X-Ray Tool using my own 401(k). I believe that most people should leave their retirement accounts alone, both in terms of invading it and asset allocation within the account. I personally take a very balanced, hands off approach to my 401(k), choosing to look at my 401(k), as I…
Today I received a very interesting Fidelity Credit Card offer. This particular rewards card placed my 2% cash back directly into my IRA with Fidelity. Interesting, right? I thought this was really cool. Don’t worry I didn’t partake, because, as we discussed, I am in operation eradicate consumer debt. But it got me thinking: Retirement…
All the way back in September of 2008 I wrote a post titled, “Leave your Retirement Accounts Alone.” The Post was even mentioned in the Carnival of Personal Finance and I think either WSJ or MSN. Well it looks like no one listened (it may be because back then I had about 4 constant readers). …
As the baby boomers get older, and we continue to hear the oft repeated saying, We are about to experience the greatest transfer of wealth in history One of my planners recently asked my opinion about a situation – his client, a concerned parent, is about to retire and has approximately $2,500,000 in qualified money…
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