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5 Ways to Reduce Your Taxes in Retirement

5 Ways to Reduce Your Taxes in Retirement

What are the biggest expenses you’ll face in retirement? Health Care? Housing? Travel? All of those costs could be significant, but one of the biggest could be taxes. That’s right. Just because you are done working, it does not mean you’re done paying taxes. Many...

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What’s Next for a COVID-19 Economy?

What’s Next for a COVID-19 Economy?

The economic fallout from the coronavirus pandemic continues, even as states start to reopen restaurants, retail stores, and other businesses. The crisis brought an end to the bull market that started in 2009 and threatens to usher in a recession.1 What does the...

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Are “Penalty-Free” 401k Withdrawals Free?

Are “Penalty-Free” 401k Withdrawals Free?

On March 27, 2020, the government passed the Coronavirus Aid, Relief, and Economic Security Act, otherwise known as the CARES Act. The CARES Act had a wide range of provisions to provide Americans and small businesses with economic support during the coronavirus...

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The CARES Act: What Does it Mean for Your Retirement?

The CARES Act: What Does it Mean for Your Retirement?

On March 27, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”), which provides economic support to Americans who have been impacted by the coronavirus pandemic. You are probably familiar with the highlights of the bill: Direct...

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What Do Zero-Percent Interest Rates Mean for You?

What Do Zero-Percent Interest Rates Mean for You?

The coronavirus pandemic has launched the country, and the world, into uncharted territory. In much of the world, society is essentially shut down. Schools and large events are closed. People are staying in their homes. Businesses have effectively closed across the...

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