Ryan Shumaker
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How to avoid the new tax increase on retirement accounts
Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement…
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What is the ‘7% guaranteed’ annuity myth?
One of the most common things I hear from people who own or have been pitched an annuity is the…
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The new $15.7 billion tax on retirement accounts
We have a saying around our office that retirees are one of the highest and most unfairly taxed groups out…
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Finances
Who believes in the S&P 500 rally?
Last month the S&P 500 reached a new all time high. Crazily this has come at the same time that…
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Finances
Who’s gonna pay for the ‘free’ lunch
The saying “there’s no such thing as a free lunch” has been attributed to many people over the years. Someone…
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The RMD Holiday
The RMD Holiday – We said last month that retirees are one of the highest and most unfairly taxed groups…
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