If you are retired and older than age 70 ½, you should be familiar with Required Minimum Distributions, simply called RMDs.   In late 2019, Congress passed the SECURE Act which resulted in new RMD rules that went into effect on January 1, 2020.  Fast forward a few months, say hello to COVID-19, social distancing, virtual…

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At the very end of December 2019 Congress, with bipartisan support, signed into law the SECURE Act (The Setting Every Community Up for Retirement Enhancement Act of 2019). The SECURE Act represents the most significant changes to retirement policy legislation since the Pension Protection Act of 2006. Many of the changes are effective starting January…

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“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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