July 2016
Articles in this issue include a Special Report on the Protecting Americans from Tax Hikes Act of 2015:
Click here or on the image at right to download this issue. Also check out the Client Resource companion piece for this issue.
Required Minimum Distributions (RMDs) are a key part of retirement planning but can be confusing, especially with recent changes under the SECURE 2.0 Act. Avoiding these common mistakes can help you save money and avoid penalties.
Health Savings Accounts (HSAs) are a popular tool for managing health care costs, but the rules can get tricky when Medicare comes into play. Here are answers to three common questions about how HSAs interact with Medicare enrollment.
Many Millennials carry the burden of student loan debt and are determined to prevent their kids from facing the same challenges. However, this concern often leads parents to prioritize saving for their children’s education over their own retirement, which financial planners warn can lead to regrets later.