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SubmitBlog Tag: Roth IRA
Hot Retirement Topics
It is not often that we get to call retirement topics “hot”, but right now I am taking the liberty. Some topics can and likely will affect your retirement years more than others. These “hot topics” to us are currently: your fixed income/bond holdings, Roth IRA conversions, and a reduction of your social security income […]
Retirement and Sheltering in Place
While we are in what is likely to be a worsening global pandemic situation, we remain optimistic that we will all get through this together. We will all need to do our part and reduce the spread of this challenging virus. While doing that we can be quite anxious, and a bit of cabin fever […]
Major Changes to Retirement Laws – The Ground is Shifting Beneath Your Feet
Earlier this year, the House of Representatives voted 417-3 to pass the SECURE Act, formally known as the Setting Up Every Community for Retirement Enhancement Act. A similar measure had been stalled in the Senate until this week. At the last minute, this piece of legislation was attached to the spending appropriations bill which was […]
What We’re Reading Oct 2019
“Investing at Home is Overrated” – Morningstar – https://www.morningstar.com/articles/949609/investing-close-to-home-is-overrated A nice blog from Morningstar of the dangers of investing geographically based on what you know. A good reminder as the U.S. had dominated performance over the last decade. Year 1: Your Medicare Checklist – Medicare.gov – https://www.medicare.gov/sign-up-change-plans/get-started-with-medicare/year-1-your-medicare-checklist If you aren’t familiar with Medicare enrollment, it opened on October 15th. […]
What We’re Reading Aug 2019
Understanding Social Security Acronyms – https://blog.ssa.gov/social-security-terms-in-plain-language/?utm_medium=email&utm_source=govdelivery A nice simple blog from the Social Security Administration on frequently used Social Security acronyms. The Social Security website is a great resource to learn more about your benefits. What valuations tell us about factor investing – https://www.msci.com/www/blog-posts/what-valuations-tell-us-and-don/0449669323 A nice piece that is a little technical but illustrates how we look […]
What We’re Reading May 2019
1. How all 50 States Tax Retirees (Kiplinger) A nice piece from Kiplinger on how each state taxes retirement income. Certainly something worth considering if you are moving to another state to retire. 2. Low Volatility and Minimum Volatility are not the same (S&P Dow Jones) From S&P Dow Jones “Indexology” blog is a brief but technical […]
Potential New Retirement Legislation
If you weren’t aware, there is proposed legislation currently in Congress that many believe has a significant probability of becoming law later this year. We don’t try to predict the future on these things, but any proposed new legislation that may impact our clients or their planning needs is on our radar. The Wall Street […]
What We’re Reading April 2019
People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research or relevant writing at least once a month. There are no priorities or level of importance indicated by having the articles on this list. It is more about some items we have found […]
What Matters in Retirement
When investors get to retirement age, there are certain things that are going to be quite different. The first, and best, thing is obviously not having to go to work every day. When it comes to your finances, how you choose to invest and what you should be focusing on might be a little different […]
What We’re Reading Feb 2019
People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research or relevant writing at least once a month. There are no priorities or level of importance indicated by having the articles on this list. It is more about some items we have found […]