Retirement Planning

Understanding RMDs
After years spent saving for retirement and allocating non-taxed dollars into your retirement savings, the time will inevitably come when you have to pay tax on that money. Although account owners are allowed to begin taking distributions penalty-free at age 59½, they are not yet required to take any money out of their accounts. All  Read More →
What to Do With an Inheritance
When a loved one dies, it’s already an emotional time, and receiving an unexpected windfall only complicates things. An inheritance can completely change your lifestyle or at least bolster your financial outlook, but only if you make sound decisions. The most important thing to keep in mind when dealing with an inheritance is to create  Read More →
Three Things to Know Before Taking a 401(k) Loan [Video]
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When an emergency expense arises, many people turn to their retirement plan for quick cash. However, withdrawing funds earmarked for retirement can have much greater implications than one may realize. Tune in to this brief video from Fidelity to learn three things to be aware of prior to requesting a 401(k) loan. Securities and investment  Read More →

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