RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
Jim Lorenzen, CFP®, AIF® Getting ready to leave your company? Considering doing a rollover? This isn’t a decision to be taken lightly. While rolling over
Jim Lorenzen, CFP®, AIF® Active managers can’t beat their indexes consistently. Who cares? During my 25+ years of helping people navigate financial waters, I can