“What? You’re retiring?” Name:             Kate Age:                54 Profession:     Newspaper columnist Status:             Working part-time Receiving the sudden news from an employer that you are going to be let go for early retirement is difficult for anyone.  In some cases, it might even be harder for the spouse.  Confidence and happy anticipation can take a big hit when…

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As a daughter, sister, wife, mother and aunt, I, like many of you, fill many roles as a woman.   While there have been significant improvements to the gender gap in the workplace, statistics show that women are still at risk of not achieving their own financial security.  While women are just as capable as men,…

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  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.

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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