required minimum distributions Archives

April 20, 2024

Market Roundup: April 15 – April 19, 2024; Case Study: Financial Moves Coming Out of Tax Season; Q&A Time: Estate Tax and if IRAs are “Judgment Proof”

December 16, 2023

Market Roundup: Covering Dec. 11 – Dec 15, 2023; Case Study: The Retirement Sweet Spot; Q&A Time: Would you choose callable or non-callable CDs?

December 2, 2023

Market Roundup: Covering November27 – December 1, 2023; Case Study: Qualified Charitable Distributions; Q&A Time: Shein’s IPO

July 15, 2023

Market Roundup: Covering July 10 – July 14, 2023; Case Study: Withdrawal Strategies for Retirement Funds; Q&A Time: 401(k) Plans and Crypto

March 4, 2023

Market Roundup: Covering Feb. 27 – March 3, 2023; Case Study: How the SECURE Acts affected RMDs; Q&A Time: The valuation model and student loans

February 18, 2023

Market Roundup: Covering Feb 13 – Feb. 17, 2023; Case Study: Planning Using SECURE Act Rules; Q&A Time: Interest from TIPS funds and Shrinkflation

August 13, 2022

Market Roundup: Covering Aug. 8 – Aug. 12, 2022; Case Study: Minimizing the Surprise of RMDs; Q&A Time: Social Security COLAs and a r/wallstreetbets Teen

February 19, 2022

Market Roundup: Covering the week of Feb. 14 – Feb. 18, 2022; Case Study: Four Important Rules for Required Minimum Distributions; Q&A Time: TIPS Funds and ETFs, and Using 401(k) Funds to Pay Debt