The Inflation Reduction Act of 2022 was signed into law back in August. While a few minor provisions went into effect...
What the Inflation Reduction Act Means for Your Medicare Coverage
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TAX-EFFICIENT RETIREMENT PLANNING
Retirement Articles
TAX-EFFICIENT RETIREMENT PLANNING
Retirement Articles
How Do I Appeal My IRMAA Social Security Letter?
'Tis the season for gratitude and hope. And it turns out, it is also the season when the Social Security...
Pension Termination
What Does Terminating a Pension Plan Mean? For current or former employees receiving a “Notice of Intent to Terminate”...
Arch Coal Pension Plan – Understanding Your Benefit Options
It can always be confusing, almost scary for employees when a large company makes changes to their pension plan....
Presidential Election, Volatility, and the Long View
Beyond how the election winner will certainly attempt to guide political, social, and environmental policies, there is...
CARES Act – Allows Return of Unwanted 2020 RMDs
One of the key provisions of the CARES Act, The Coronavirus Aid, Relief, and Economic Security Act that took effect...
Why Motorcycle Riders Should Retire in the Black Hills of South Dakota
You and I both know that South Dakota was ranked the best state for retirement in Bankrate’s 2018 “Best and worst...
The Purpose of Life Insurance
Do I have enough life insurance? It’s a simple question with a simple answer. However, getting from the...
Why Get Financial Advice from This Motorcycle Rider?
Earlier in my career, I worked as a fee-based financial advisor. This meant that I got paid to give advice AND...
How Completing the Saddle Sore 1000 Changed My Life
I have been aware of the Iron Butt Association (IBA) for a couple of decades now. I always watch with wonder and...
The Elimination of ROTH IRA Recharacterizations
The Tax Cuts and Jobs Act of 2017 eliminated the option to reverse (or recharacterize) ROTH IRA conversions. ...
