About IRA Required Minimum Distributions.

The SECURE Act and IRA required minimum distributions. Last December (2019) the SECURE Act was signed into law. This new law changed the required beginning date for IRA required minimum distributions (RMDs). Prior to the act annual RMDs were required to begin by December 31 of the year that the IRA owner reached age 70.5. (Technically, it was the year… Read more →

A Very Quick Note.

For most investors the first quarter of 2020 was a challenge, to say the least. The Dow 30 stocks (DIA) lost 24% of their value. On average our client accounts were down 16.57%. While the current pandemic continues to take lives and disrupt economies, we welcome recent stock market optimism. However, we continue to be very cautious, especially with regard… Read more →