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Even though you are required to start taking RMDs you can still take advantage of significant tax planning savings.
The rules for post-70 ½ IRA contributions depend upon whether the account is a traditional IRA, Roth IRA or SEP IRA.
Why do our portfolios systematically overweight healthcare stocks?
Beware of reading too much into three days of market movements.
Dr. Randall Bell develops strategies to overcome problems and maximize peak performance.
What if you do not need all the money from your RMD and you are also charitably inclined?
To illustrate this principle, I analyzed a week's worth of "Morning and Midday Market Views" provided by the Schwab Center for Financial Research.
No one would click on the headline, "Stocks went up today and we have no clue why."
We allocate a portion of our managed portfolios to foreign stocks, and Hong Kong is the highest ranked country on the latest edition of the Index of Economic Freedom.
It is relatively easy for an adviser who has a 400 lawyer compliance department to sit through some compliance continuing education and yet never understand what attitudes and behaviors need to be changed.