Congress recently raised the age that you have to take distributions from your tax-deferred retirement accounts, such a 401k or Individual Retirement Account (IRA). These changes also allow for more tax-deferred growth and possible Roth conversions before the required distributions begin. What is a Required Minimum Distribution? Under the Secure Act (Setting Every Community Up […]
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2 Ways to Understand Your Portfolio’s Performance
You just received your third quarter investment statement showing your portfolio’s performance. You have a loss for the quarter or year to date. Or perhaps you review your investment accounts online and some of them are showing a loss. And you think, the son of a gun financial planner didn’t say I’d have a loss….. […]