Don’t overlook these important rules when planning for federal retirement more…
Beneficiaries of Inherited IRAs Face RMD Challenges During 2023
Recent laws have created confusion about which inherited IRA beneficiaries are subject to required minimum distributions — and how much of an RMD they need to withdraw. Ed Zurndorfer summarizes the RMD rules for beneficiaries of inherited IRAs more…
More Than Half of Retirees Worried 2023 COLA Is Not Enough
While the 2023 federal retiree cost-of-living adjustment increase was the largest in nearly four decades, a new survey suggests that American retirees are worried that it’s not enough to cover rising costs this year more…
How to File a Tax Return for An Individual Who Died During 2022
Ed Zurndorfer discusses the rules for filing the federal income return (Form 1040) for an individual who died — including who can make the filing, the requirements, reporting income, and deductions/credits more…
Retirement: Are You ‘In it to Win it?’
Chris Kowalik outlines five key elements of your approach to retirement — and how to win your game strategy more…