2024
In this issue:
- A conference and an anniversary
- The accuracy of 12 common retirement planning rules of thumb and slogans
In this issue:
- RRC Roundup and kids driving
- 9 questions to ask when interviewing financial advisors
In this issue:
- Hamster hijinks and kids growing up
- How to donate to charities tax-efficiently
In this issue:
- Atlantic City and deficits
- Employer plan-to-IRA rollover pros and cons
In this issue:
- Montreal circus school
- How Social Security is taxed
In this issue:
- Birthday party and live bands
- The optimal time to claim Social Security
In this issue:
- Spring break trips
- Required Minimum Distributions from inherited IRAs
In this issue:
- Dancing, books and taxes
- The Dow Jones Industrial Average should retire
In this issue:
- San Diego and updates on my 2024 goals
- The S&P 500 is not the right benchmark for you
In this issue:
- Ski trip and book recommendations
- Understanding annuity guaranteed withdrawal riders
In this issue:
- New year, and Same as Ever
- How to lower your taxes in 2024