Clients ask me all the time: “Ashley, when’s the best time to take my RMD, at the beginning of the year or the end of the year?” That’s a really good question! Today we’re going to look at 3 different options for taking your RMDs. You can take your RMD:...
There are many benefits to making charitable contributions directly from your IRA. If you are subject to RMDs, you’re donating to charity, and you haven’t considered charitable contributions directly from your IRA – you could be paying more in taxes than you...
Articles and ideas to help you live a fulfilled life! In this month’s Retirement Roundup, we’ve curated our favorite articles from around the web to help you plan for and live successfully in retirement! We start off with an interesting article about how...