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Additional Articles
Presidential Election, Volatility, and the Long View
The presidential election is looming next week and, considering the many surprises 2020 has already brought us, the outcome of the election is shrouded with uncertainty, speculation, and angst.
CARES Act – Allows Return of Unwanted 2020 RMDs
The CARES Act was set in place to provide emergency assistance and health care response for individuals, families, and businesses affected by the COVID disease. It also allowed retirees to bypass their RDM’s but does it make sense to return that money to your accounts? Below I explain a bit more about this specific situation.
Summary of the 2020 Social Security Trustees’ Report
The Social Security Board of Trustees released their annual report at the end of April once again this year. Below is my summary of the info in this year’s report.