Securities and Advisory Services offered through The Strategic Financial Alliance, Inc. (SFA) – Member FINRA, SIPC. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice as individual situations will vary.  The SFA does not provide tax or legal advice.

So…will you be paying with credit or debit?  How many times have you heard that before?  As consumers, I’d venture to say that we probably utilize credit card services on a daily basis.  Whether we’re buying groceries, shopping at our favorite clothing store, or simply going to an ATM, we are pushing our personal data…

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In March, we learned about the Required Minimum Distribution (RMD) rules and how they apply to tax-deferred retirement plans, such as 401(k)s, the Thrift Savings Plan (TSP), and Traditional IRAs. By design, RMDs are the Internal Revenue Code’s mechanism for forcing you to distribute, and pay tax on, the money in your tax-deferred retirement plans….

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