Posts tagged RMD
Year-End Money Moves 2022

This is the time of year where I encourage you to be proactive, especially in light of the changes that are around the corner in 2023.

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BlogMark TalercioJill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, year-end money tips, year-end financial planning, Year-end financial planning, Year end tax planning, Year end financial tips, year end money tips, year end financial tips, year end money moves, Ed Slott, RMD, RMDs
Will the Secure Act Rescue Retirement?
Will the Secure Act Rescue Retirement?

Congress delivered retirement savers a last minute gift: the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which after passing the House in May, was neatly tucked inside a federal government spending bill that the President will sign just before the holiday break. The changes were the biggest in more than a decade.

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BlogMark TalercioJill Schlesinger, Jill on Money, Secure Act, 401k, 401(k), IRA, Roth IRA, RMD, RMDs, required minimum distribution, retire, retirement, can I retire?
Year-End Money Moves 2018
Year-End Money Moves 2018

2018 year-end financial planning is a lot different than in previous years, because it is the first full year after the implementation of the Tax Cuts and Jobs Act (TCJA). The good news is that for millions of Americans, the new code should make filing easier. That’s because nearly 90 percent of taxpayers are likely to claim the standard deduction this year, up from 70 percent last year.

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BlogMark TalercioJill Schlesinger, Jill on Money, year end money tips, year-end financial planning, itemize, standard deduction, RMD, RMDs