Jan 15, 2025 | Retirement
If you’ve inherited an Individual Retirement Account (IRA), understanding the rules surrounding withdrawals is essential. The SECURE Act and SECURE Act 2.0 have introduced changes that impact how and when beneficiaries must withdraw funds. Whether you’re...
Dec 5, 2019 | Personal Finance, Retirement, Social Security
Social Security is a valuable resource for older and disabled workers as well as the worker’s survivors and dependents. It provides 90% of the cash flow for one-third of retirees. It delivers 28% of the cash flow for high income retirees. A mistake in claiming these...