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Distributions in Retirement

Older Adults’ Guide to Income Streams and Money Management in Retirement

This article on the Money Geek website discusses various sources of income for retirees, pitfalls to avoid in saving for […]

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Why Is My 2022 RMD Smaller Than Expected When the Stock Market Is Up?

The stock market closed out 2021 near record highs, but retirees and some beneficiaries of inherited IRA accounts may notice […]

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How Does the Coronavirus Emergency Relief Package Impact You, Part 2: Modified Retirement Account Rules

In yesterday’s post on the Coronavirus Aid, Relief, and Economic Security (CARES) Act, we discussed the cash distributions that the […]

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How the SECURE Act Impacts Your Retirement Savings

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the most significant legislation impacting retirement savings in nearly […]

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Pension Income in Retirement, Part 1: Pros and Cons of this Increasingly Rare Benefit

Over the past several decades, public and private employers have shifted their retirement benefits from an emphasis on pensions (otherwise […]

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Costs and Benefits of the Federal Employee Thrift Savings Plan

With so many of our clients living and working in the DC metro area, it is no surprise that we […]

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