Older than age 70 1/2? Have an IRA Account? Donate to Charity?
If you own an IRA account and are older than 70 ½, you know you must take Required Minimum Distributions (RMD) from those accounts.
If you own an IRA account and are older than 70 ½, you know you must take Required Minimum Distributions (RMD) from those accounts.
It’s that time of year when you need to check your mail carefully for those important tax documents...
As a fan of Downton Abbey, I love the ladies’ fashions and the Dowager Countess’ remarks and enjoy seeing the impact of historical events on individual lives.
I hope with the new year, I will be inspired to adopt new behaviors that will result in a healthier body, a more organized everything, a frequently updated blog.
I met with a client and as part of his Retirement Plan Service, we discussed an investment account he had with one of the major brokerage firms.
