Category Archives: Personal Financial Planning

IRS Reminder: April 1 is Key Date for Taxpayers with IRAs and Qualified Plans

In a news release, IRS has reminded taxpayers who turned 70 1/2 during 2013 that, in most cases, they must start receiving required minimum distributions (RMDs) from Individual Retirement Accounts (IRAs) and workplace retirement plans (i.e., 401(k), 403(b), and 457 … Continue reading

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Three Reasons to Check Your Online Social Security Statements Each Year

It’s been a few years since the Social Security Administration stopped mailing annual paper Social Security Statements to those aged 25-60. I know, most people didn’t know what the statement was for and either threw it away or filed it … Continue reading

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Posted in Personal Financial Planning | 2 Comments