Secure or Not Secure Part II

Secure or Not Secure Part II

Is Your Retirement Really SECURE?  Part II Written by Conrad Slate Do you know about the new SECURE Act?  It’s the one passed by Congress in December that lets you postpone your required distributions (RMDs) from starting at age 70 ½ to age 72.   So far so good,...
Secure or Not?

Secure or Not?

Secure or Not? written by Conrad Slate Do you remember when “we have to read it to see what is in it”?  Well, we have a brand new law that will make a difference to almost every American who has a retirement account of almost any kind. The SECURE Act passed Congress...
Traditional vs. Roth IRAs

Traditional vs. Roth IRAs

Perhaps both traditional and Roth IRAs can play a part in your retirement plans.IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant impact on how those accounts might grow. IRAs, or Individual...
Here’s how the new federal tax law may impact you

Here’s how the new federal tax law may impact you

Whether you are a business owner or just filing personal income taxes, be aware of the changes brought about by the Tax Cuts and Jobs Act. Gone are the days of doing multiple Roth conversions in a single year. For those charitably inclined, it might make sense now to...

When to Take Your RMD (Required Minimum Distribution)

A common question we get every year is, “When should I take my RMD?”  Those of you who will be 70 ½ this year will need to take your first “RMD”.  You may have been taking distributions before now, but the requirement now is a percentage (based on your age) as a...