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How to Determine Your RMD (Required Minimum Distribution)

You probably know that when you reach the age of 70 ½ you are required to make annual withdrawals from your retirement accounts upon which you will be taxed. There is a one time allowance that lets you wait until April 1st of the year  …read more »

Are You Taking Too Much Risk with Your Bonds (Or Paying Too Much)?

Until very recently (2018), bond brokers were not required to disclose the markup that they are charging for the bonds they sell to their clients. Even today, while the markup is disclosed on trade confirmations, brokers often dance around the explanation if questioned. Markups for  …read more »

Understanding Your Investment Fees and Expenses

How Fees Work: There are three types of fees associated with mutual funds that investors must pay: Expense ratios: All mutual funds have expense ratios, which range from 0.08% to over 2% of the amount invested every year. These fees pay the funds’ operating and  …read more »

Material included in this section is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor regarding your individual situation.