Big Social Security changes
By Eric Reich Rarely do we hear that the government just made something better, less complicated, and bipartisan. However, that is exactly what happened on Sunday, thanks to a bipartisan (76 Senators and 327 House members) effort, ending in President Biden signing the...
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...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...
