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Category Archives: Retirement

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Jul202020

CARES Act: 60-Day Rollover as Roth Conversion

Case Study, Coronavirus, RetirementBy Editorial TeamJuly 20, 2020

The “Money Talks” financial experts discuss a unique opportunity that 2020 brings—the ability to roll what would have been a 2020 RMD into a Roth IRA. They also cover the nuances of this move as well as why it may be beneficial to some investors.

Jul152020
IRA 2020

Unique IRA Opportunities for 2020

Blog, Coronavirus, Retirement, TaxBy Editorial TeamJuly 15, 2020

From converting traditional IRAs to taking advantage of the RMD suspension for 2020, this year provides unique tax opportunities for those who have traditional IRA accounts.

Jul92020
Will vs Trust

Will vs. Trust: 7 Key Differences

Blog, Estate, RetirementBy Editorial TeamJuly 9, 2020

Wills and trusts are common estate planning documents. While each can help in the distribution of assets at death, we outline seven key differences between the two.

Jul12020

Social Security and Medicare Face Financial Challenges

Blog, Insurance, RetirementBy Editorial TeamJuly 1, 2020

Read highlights of about the current financial condition and challenges both Social Security and Medicare face.

Jun252020
Retirement

Tapping Retirement Savings During a Financial Crisis

Blog, Coronavirus, Personal Finance, RetirementBy Editorial TeamJune 25, 2020

While the CARES Act made it easier to access money in retirement plans, understanding these new guidelines and other rules for loans and early withdrawals may help you determine if this is an appropriate option during a financial crisis.

Jun222020

Pandemic Investing: Don’t Touch Your Face; Don’t Touch Your 401(k)

Case Study, Featured, Investment Selection, RetirementBy Editorial TeamJune 22, 2020

In this week’s case study, the “Money Talks,” hosts take a look at how the COVID-19 pandemic has affected 401(k) savings and provide some tips for keeping your 401(k) on track.

Jun172020
retiree

Retiree Confidence Drops in 2020, as Some Workers Worry

Blog, RetirementBy Editorial TeamJune 17, 2020

How has the first quarter of 2020 affected retirement confidence?

May132020
IRS Provides Answers to a Few Coronavirus-Related Distribution Questions

IRS Provides Answers to a Few Coronavirus-Related Distribution Questions

Blog, Coronavirus, Retirement, TaxBy Editorial TeamMay 13, 2020

Need to tap your retirement accounts for coronavirus-related reasons? We explain how the IRS is addressing the tax issues.

May132020
Retirement

Running Low on Money? Congress Has Made it Easier for You to Tap Your Retirement Savings

Blog, Coronavirus, RetirementBy Editorial TeamMay 13, 2020

If you are struggling financially due to the COVID-19 epidemic, the CARES Act makes it easier for you to access your retirement funds during this emergency.

May62020

Coping with Market Volatility: Be Willing to Take Advantage of Market Downturns

Blog, Coronavirus, Personal Finance, RetirementBy Editorial TeamMay 6, 2020

A volatile market is never easy to endure but learning from it can better prepare you and your portfolio to weather and take advantage of the market’s ups and downs.

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