The Secure Act went into effect on January 1, 2020. This act changed the beneficiary distribution rules on many retirement accounts including 401(k), 403(b), Traditional and Roth IRA accounts.

Here are the top 5 misconceptions about RMDS that I have heard over my career which could be quite detrimental to your pocketbook.

Many people are confused about whether they can contribute to their plan or when they have to start plan distributions once they reach age 72.  Listed below are the common retirement plans in use by most people today and a summary of the respective plan contribution...

Pre-death planning is area that is frequently overlooked. Someone you love (a spouse, partner, child, sibling or friend) will be entrusted to manage your affairs upon your passing.

Women are more empowered and educated today than any time in history. There is a woman serving as the first VP of the US. Women serve in all branches of US armed forces…