Archive for October, 2014

Examining the Retirement Account Shortfall

  • by April Harper on Oct 30, 2014
  • Posted on Our Blog
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Why aren’t we saving as much as we should? We know that qualified retirement plans and IRAs are prime long-range savings vehicles; we use them to accumulate assets and invest for the future. So why aren’t some of us amassing the retirement nest eggs that we should? Why did retirement account balances decline from 2010-13? […]


That First RMD from Your IRA

What you need to know. When you reach age 70½, the IRS instructs you to start making withdrawals from your Traditional IRA(s). These IRA withdrawals are also called Required Minimum Distributions (RMDs). You will make them annually from now on.1 If you fail to take your annual RMD or take out less than what is […]