CARES Act – Returning unwanted 2020 RMDs

CARES Act – Returning unwanted 2020 RMDs

CARES Act – Returning unwanted 2020 RMDs Article written by Brian Bickett   One of the key provisions of the CARES Act, the coronavirus relief act that took effect this spring, permitted retirement account holders to bypass required minimum distributions...
Weekly Notables 1-8-20

Weekly Notables 1-8-20

Weekly Notables from the Desk of Brian Bickett, CFP® for the Week of January 08, 2020 Getting the basics right, first… This week’s notable personal finance article covers the importance of the initial building blocks that the foundation of your...
Weekly Notables 1-8-20

Weekly Notables 12-18-19

Weekly Notables from the Desk of Brian Bickett, CFP® for the Week of December 18, 2019 Tax-deferred, not tax-free… This week’s notable retirement article takes us thru the negative side of tax-deferred accounts, i.e. taxes due on withdrawals.  ...
Weekly Notables 1-8-20

Weekly Notables 12-11-19

Weekly Notables from the Desk of Brian Bickett, CFP® for the Week of December 11, 2019 Ode to the ROTH… This week’s notable investing article covers the many ways a ROTH IRA can be utilized outside of just retirement investing. The article covers a...