Portfolio Pay Cut

Many people are curious about how they get money from their retirement accounts once they have stopped working.  This month, I wanted to help illustrate how distributions work, and the effects that unplanned distributions can have on a retirement portfolio. Let’s say you saved a nest egg of $250,000 in …

Special Bulletin: Newly Passed SECURE Act May Impact You

On December 20, 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law, bringing with it significant changes to the retirement planning landscape.  We believe some of the changes are positive, and some are not.  If you have a qualified retirement account (and most of …