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College Planning — 7 Steps to Keep Your Money & Your Sanity

By |2017-05-09T22:13:30-04:00May 21st, 2015|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , |

One of the most financially savvy gifts a parent or guardian can give their child is to send them to college. Even with student debt, the difference in a college graduate’s lifetime earnings vs that of [...]

The myRA Retirement Accounts are Now a Reality

By |2015-01-27T13:40:22-05:00January 27th, 2015|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , |

Way back in February 2014, I penned a blog about a new option for workers whose employers did not have a workplace savings plan. It was dubbed the myRA and was designed as a starter savings account. [...]

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Revised One-Rollover-Per-Year Limit Applies in 2015

By |2017-05-09T22:13:21-04:00December 17th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , |

Background The Internal Revenue Code says that if you receive a distribution from an IRA, you can't make a tax-free (60-day) rollover into another IRA if you've already completed a tax-free rollover within the previous one-year [...]

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Sustainable Withdrawal Rates — Part 2

By |2014-10-20T17:28:07-04:00October 20th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , |

As mentioned in part I: Sustainable Withdrawal Rates, estimating the correct amount to withdraw from your retirement savings is critical in ensuring you make your investments last for your entire life as well as your spouses. [...]

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