The 2019 SECURE Act and its 2022 follow up, the Secure Act 2.0, changed the RMD ages from 70½ to 73 for individuals who turn 72 on or after January 1, 2023.
Read MoreThe key to feeling more secure about a purchase when rates are high is to run the numbers.
Read MoreIf you want to avoid probate, find out if your state allows for a “transfer on death” deed, which would be a simplified way to pass assets.
Read MoreMillions of families are packing up to send their kids to college. Before starting the journey, I am hopeful that they are preparing students financially for the transition.
Read MoreNobody at the Federal Reserve has asked for my opinion, but here it is: Once again, it is time to pause on rate hikes.
Read MoreA surprisingly large bonus, an inheritance, or a bigger than expected sale price on a house or stock can be a catalyst to rethink where you are in your life.
Read MoreThe improvement in prices and sentiment begs the question: Is the U.S. economy out of the woods?
Read MoreGiven the still-strong jobs numbers, most expect the Fed to raise rates by another 0.25 percent at the July 25-26 meeting, regardless of the results of the coming week’s reading on inflation.
Read MoreThe Supreme Court has spoken and millions of federal student loan borrowers have heard the message, loud and clear: the Biden administration’s plan to cancel $430 billion of federal student loans is not going to happen.
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