RMD Rules for 2020 Changed with the Corona Virus Bill
Normally, if you are age 72 or over this year, you must take a Required Minimum Distribution (RMD) from your IRA each year. This same requirement exists if you were required to take an RMD in ...
By Eric Linger
Market Update – March 9, 2020
Needless to say, today is an ugly day for the stock market, with the Dow Jones down about 2,000 points (8.0%) as I write this. I’ve been through this before and am confident that it will turn ...
RMD Starting Age Now 72 – The Good & Bad Secure Act
THE SECURE ACT: In December 2019, Congress passed the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act. (Long name with a misleading acronym.) This retirement ...
By Eric Linger
Schwab-TD Ameritrade Merger – Not a Done Deal
Charles Schwab and TD Ameritrade announced on November 21, 2019 that they are in merger talks. Here is the status and my thoughts. First, the merger is no sure thing. There are potential ...
By Eric Linger
Inverted Yield Curve and the Market
On Wednesday August 14, 2019, the market dropped a dramatic 800 points. All the talk was about the yield curve being inverted. What is the Yield Curve? The yield curve displays the relationship ...