Tag Archives | retirement savings

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Retirement Account Minimum Distributions Suspended

The recently enacted CARES Act suspends the requirement that most retirement account owners take a distribution from their accounts for 2020. There are some exceptions, of course. And if you’ve taken an unwanted distribution, there are some opportunities to roll that money into another tax-deferred account. The suspensions generally apply to inherited IRAs. Unfortunately, an […]

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Obama Improves Personal Finance Decision-Making

Just a week after President Obama’s first Inaugural I started my financial planning practice. Since then, new tools and consumer-friendly policies have offered Americans meaningful opportunities to improve their personal finance decision-making. I’ve seen firsthand how these Obama Administration policies have helped clients with four critical financial challenges: investing for retirement, repaying student loans, buying […]

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