A required minimum distribution (RMD) is the amount of money that must be withdrawn annually from specific retirement plans, such as 401(k)s and certain IRAs, including the traditional IRA. … [Read more...] about How to delay your RMDs
Insurance Needs
Retirement Planning – Health Savings Account (HSA)
Kiplinger published on January 5 an article by Kevin Webb, CFP, about using HSA accounts to fund retirement. Déjà vu: Our July 5, 2016 Blog Discussed this Strategy. When financial advisors … [Read more...] about Retirement Planning – Health Savings Account (HSA)
Get Your Umbrella (Policy) Before Disaster Strikes
Umbrella Policy Is Helpful When You Are Sued and the Dollar Limit of your Original Policy has been Exhausted Background If you are sued and the dollar limit of your homeowner’s or general … [Read more...] about Get Your Umbrella (Policy) Before Disaster Strikes
Medicare Card Scam
Medicare Card Scam Temporary Medicare Card Scam Although you may not be enrolled in Medicare, you may have family members, neighbors or employees who are, and this is important information that … [Read more...] about Medicare Card Scam
The Medicare Coverage Trap
Do not fall into the Medicare coverage trap! Let’s look at a hypothetical situation. You find yourself retiring and your employer has a very good medical plan. Rather than signing up for Medicare … [Read more...] about The Medicare Coverage Trap
PA Filial Law and Long-Term Care Insurance
With the demographically large baby boomer generation moving into retirement, we may see an increasing number of people without the financial resources to support themselves in their golden years. … [Read more...] about PA Filial Law and Long-Term Care Insurance
