2025 Summer Checklist: Is Your Retirement Plan on Track?

June 3, 2025
Notepad labeled “2025 Summer Retirement Planning Checklist” on a wooden table with sunglasses, a straw hat, and a pen

Summer’s a strange season for retirement planning. It’s when people slow down, take vacations, unplug a little. But maybe that’s why it works—less noise, more clarity. It’s a good time to sit with your finances and ask: Am I where I need to be? Let’s go through a practical summer checklist. Not everything will apply…

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What to Do with Your RMDs (and What to Avoid)

April 24, 2025
Retired couple reviewing required minimum distributions and tax planning documents on a laptop at home

Once you reach age 73, the IRS requires you to begin taking Required Minimum Distributions (RMDs) from your tax-deferred retirement accounts.If you were born in 1960 or later, your RMD start age is 75. RMDs apply to: Traditional IRAs SEP IRAs and SIMPLE IRAs (after retirement) 401(k)s, 403(b)s, and 457(b)s (unless you’re still working and…

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