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Required Minimum Distributions, or RMDs for short, are one of the more positive financial “problems” you can have in retirement. Simply put, you’ve invested money in tax-deferred retirement accounts, and now the government wants its slice of cake. Once you reach a certain age, the […]

When it comes to financial planning for the future, educational expense planning often sits near the top of the list—right alongside priorities such as retirement and home purchasing. Whether you’re preparing for your children, your grandchildren, or even the neighborhood kid who mows your lawn […]

Welcome to our latest newsletter where we unravel the complexities of Roth conversions. In today’s financial landscape, individuals often find themselves at a crossroads, contemplating whether converting their traditional retirement accounts into Roth IRAs is a prudent move. Let’s delve into the pros and cons […]