The SECURE Act: Dealing with Loss of the “Stretch” IRA
By Jim Terwilliger Earlier this year, we reviewed key elements of the SECURE (Setting Every Community Up for Retirement Enhancement)
Read MoreBy Jim Terwilliger Earlier this year, we reviewed key elements of the SECURE (Setting Every Community Up for Retirement Enhancement)
Read MoreBy Jim Terwilliger On May 27, President Trump signed the CARES (Coronavirus Aid, Relief, and Economic Security) Act of 2020,
Read MoreBy Jim Terwilliger These past several months are unprecedented in modern times. The COVID-19 health crisis came out of nowhere
Read More‘New legislation will have a significant impact on everyone who has a 401(k), IRA or any similar employer retirement plan.’
Read MoreBy Jim Terwilliger The federal government always keeps us on our toes. Calendar/tax year 2020 is no exception. Most of
Read MoreBy Jim Terwilliger Continued from last issue In a previous column, we explored the concepts of volatility and sequence-of-returns as
Read MoreBy Jim Terwilliger Most investors are familiar with the concept of volatility. But many are not acquainted with the associated
Read MoreBy Jim Terwilliger One would think that by the time you reach retirement, your income tax picture would be simpler.
Read MoreBy Jim Terwilliger In past columns, we frequently extolled the virtues of the Roth IRA. Congress did us a big
Read MoreBy Jim Terwilliger Reminiscent of the 1970s hit tune by Fleetwood Mac, “Go Your Own Way,” New York has decided
Read MoreMost of the numbers that impact our tax and retirement planning lives are different this year By Jim Terwilliger We
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