Required Minimum Distributions, rollovers and Roths
By Eric Reich I spoke with someone on the phone recently who wanted to check on some advice they were given, and I’m glad they did. There seems to be a lot of confusion around taking Required Minimum Distributions, also known as RMDs. RMDs are distributions from your...Talk about money
By Eric Reich My industry is filled with countless amounts of bad advice, rules of thumb that make little sense, and lots of other nonsense in general. While much of this advice is meant to be well-intentioned, like all advice, it needs to be in context. None of this...Over Date Coins
By Douglas Keefe of Beachcomber Coins What if I were to tell you there could be thousands of dollars’ worth of coins in your pocket, would you take the time to hunt for them? Well, it’s true, there are everyday coins worth hundreds, thousands and even tens of...Legacy planning: the final stage of the retirement journey
By Eric Reich This is the fourth and final article in the series on the stages of retirement planning. Next to the pre-retirement phase, this is, in my opinion, the next most important part. If you had done everything you needed to do to set yourself up for an...Retirement journey part 3: Mid-stage retirement
By Eric Reich In the last few articles, we have covered what to do in the years leading up to retirement and what to expect in the early years of retirement. Now we are moving on to the mid-years of retirement. This may be characterized by feeling like the novelty of...
