RMDs are crucial for retirement account owners age 72 and older Some qualified retirement account owners are surprised that the IRS requires them to take a certain amount from their accounts each year. Including required minimum distributions in your financial plan can help you avoid higher taxes and potential IRS penalties. Overview If you own

What midterm elections could mean for your financial plan Elections tend to create a lot of questions and uncertainty. The uncertainty wreaks havoc on markets, which are concerned about potential changes or stalls in fiscal, tax, estate, international and environmental policies. Overview Americans are heading back to the polls. Midterm elections, scheduled for Tuesday, Nov.

Don’t let market downturns derail your long-term goals. Market downturns are an inevitable part of the investing cycle. Investors who see them as an opportunity for growth and stay the course are more likely to achieve their long-term goals. Overview “What goes up must come down.” Investors were brutally reminded of this phrase in 2020,