If you’re approaching your 70s, you’ve likely heard about Required Minimum Distributions (RMDs). The governing rules have changed significantly in recent years. With the SECURE Act 2.0 now fully in effect, it’s important to understand where the rules stand today and what they mean for your retirement future. A Golden Age For decades,
Every January, I hear a lot of ambitious promises. Things like, “I’m going to lose 30 pounds,” or “I’m going to learn a new language.” It’s good to set goals, and there’s no better time to start fresh than at the beginning of a new year. Yet, by February, most resolutions are abandoned.
The U.S. Treasury’s announcement to discontinue the penny marks a significant shift in American currency policy. While this may seem like a minor change, there are several areas of impact worth discussing. The Economics of Penny Production The decision to eliminate the penny is, at its core, an economic one. According to the
Joe Lucey is a CERTIFIED FINANCIAL PLANNER™ and a leading expert in retirement planning.
He is the creator of the TaxSmart™ Retirement Program, a program that combines expert income, investment, tax, healthcare, and estate planning so you can retire without sacrificing your lifestyle.
He believes the best retirement plan takes you, your family AND your financial situation into account. The founder of Secured Retirements Financial, a firm specializing in retirement planning, him and his team have helped thousands of people live their dream retirement.
