As summer winds down and fall approaches, it’s time to put year-end financial deadlines into focus. For retirees taking Required Minimum Distributions, December 31 is the deadline for your annual withdrawal. Reviewing your plan in September sets you up for success well before the deadline arrives. Key Takeaways Most retirees must take their
There’s a lot of buzz right now around Trump Accounts, and for good reason. They’re new, they come with some attractive incentives, and Minnesota families are taking notice. Many families are now wondering what is the best way to set their grandchildren up for success. Two tax-advantaged options stand out. The Minnesota 529
The Minnesota State Fair is just around the corner, and I’m already thinking about my first corn dog of the season. There’s something about fair food that defies all logic. I’d never pay $8 for a corn dog anywhere else, but walking through the fairgrounds on a sunny afternoon, surrounded by the smell
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.
