Tag Archives: RMDs

Retirement In Sight: A Spring Cleaning for Your Retirement Strategy

Spring cleaning: you tidy up, organize, and put things in order. You can take a “spring cleaning” approach to your retirement, just as you can with your home or garage. It may be helpful, especially if retirement seems near. This is a good time for a review of your retirement accounts. As you get older, […]

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Retirement In Sight: A Strategy for Monetary Gifts for Family

Have you ever thought about giving financial gifts to your kids or grandkids? Many affluent retirees and pre-retirees do this, often with an eye toward furthering family wealth. First, the basics. The Internal Revenue Service for 2022 increased the yearly gift tax exclusion to $16,000, so as an individual taxpayer, you can gift up to […]

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