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The Withdrawal Phase – Friday Q&A
Q. I am trying to get some information regarding retirement withdrawal for myself and my parents. My parents are still working. They have a 401K and my dad will also have a pension. My wife and I are...
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Individual Retirement Annuity — The Solution To The SPIA RMD Dilemma
When most people hear the term “IRA” they think Individual Retirement ARRANGEMENT, that mainstay of defined contribution retirement planning. You may have a traditional IRA, you use its cousin the...
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IRAs, RMDs, and the Crisis of Doctors with Too Much Money in Retirement
[Editor’s Note: This is a guest post from Phil Demuth, Ph.D., one of my favorite financial authors who recently finished the excellent The OverTaxed Investor. It was written in response to this post...
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How to Optimize Your Money in Retirement
[Editor’s Note: Today’s guest post is from David Graham, MD, an infectious disease physician and advice-only financial planner. We have no financial relationship. In this post, David hits on a wide...
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Understanding Required Minimum Distributions – Podcast #205
Podcast #205 Show Notes: Understanding Required Minimum Distributions A lot of people have this fear of required minimum distributions. Understanding how RMDs work is important but you don't need to...
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