Posts by Eric Fritts

RMDs: When Do I Have to Take One and How Do I Calculate It?

The rules on when retirees must take required minimum distributions (RMDs) changed as of Jan. 1, 2020, thanks to the SECURE Act, which was signed into law on Dec. 20, 2019.  Under the old rules, anyone with money in an IRA was forced to take an RMD every year starting at age 70½. The SECURE Act now delays…

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Market Trends to Watch

Market Trends to Watch The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of finance is fluid, and so are we. As our lives evolve, it’s important to review and sometimes make adjustments to our…

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Pay for Only as Much Retirement Advice as You Need

Broker? CFP? Robo-adviser? Finding the right level of service is key to getting the right help, at the right price. Here’s how to evaluate your needs and the cost involved. When it comes to investing, you could always go it alone. Plenty of people do. Perhaps it’s because they’re so confused about how to get…

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