by Kristine McKinley | Jun 12, 2015 | Retirement
A lot is being written about how much money Americans can withdraw from their investments to fund their retirement years. Now, a new research institute launched by Fidelity Investments has outlined the order in which money should be withdrawn from various tax-deferred...
by Kristine McKinley | Jun 23, 2014 | Featured Post, Retirement
As Baby Boomers are getting closer and closer to retirement, they have many questions about Social Security, such as… Will Social Security be there for me when it’s my time to collect benefits? For a long time the media has been telling us that Social...
by Kristine McKinley | Jan 27, 2013 | Personal Finance, Retirement
Kiplinger magazine and the National Association of Personal Financial Advisors (NAPFA) are teaming up for the annual Jump-Start Your Retirement Plan Days to bring you free one-on-one personal finance advice. NAPFA members (including me!) from across the U.S. will be...
by Kristine McKinley | May 7, 2011 | Retirement
On any given day, you will find not one but several studies that examine the current state of affairs for Baby Boomers, the 77 million Americans born between 1946 and 1964 that are now slowly approaching retirement. And what’s emerging is an interesting, though...
by Kristine McKinley | Dec 9, 2010 | Featured Post, Retirement, Taxes
As we near the end of 2010, many people are wondering if a Roth IRA conversion is the right move for them. Why so much focus on Roth IRAs this year? The rules that determine who can convert a traditional IRA to a Roth IRA have been changed which will allow more...
by Kristine McKinley | Nov 26, 2009 | Retirement, Taxes
People who received unwanted RMDs in 2009 have just a few days left to roll those RMDs back into their IRAs, thus eliminating the tax bill from the original distribution. RMDs Suspended The Worker, Retiree, and Employer Recovery Act of 2008 (WRERA) suspended required...
