You Just Inherited $1 Million. Now What?
Here are 10 steps to take if you are the beneficiary of a financial windfall By Jim Terwilliger It might
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Financial Health
What You Don’t Know about RMDs Can (Really) Cost You
By Jim Terwilliger Thank goodness for pre-tax retirement plans such as 401(k)s and traditional IRAs. These plans offer attractive features
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What’s Up with Medicare Part B Premiums?
By Jim Terwilliger Like it or not, “means testing” is here to stay in the form of tiered costs for
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7 Steps to Financial Fitness in the New Year
By Jim Terwilliger Setting goals for the new year is a popular activity. Unfortunately, for most of us, our goals
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IRAs vs. 401(k): Which Is the Best Choice?
By Jim Terwilliger Many folks consider IRAs and 401(k) plans to be six of one, half-dozen of the other. Yes,
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More on Qualified Charitable Distributions
By Jim Terwilliger On Dec. 18, 2015, President Obama signed into law the Protecting Americans from Tax Hikes Act of
Read MoreManaging Distributions from Your Retirement Nest Egg
By Jim Terwilliger Those of us offering advice in the financial planning world like to identify two primary time periods
Read MoreRoth Contributions, Roth Conversions: What to Do?
By Jim Terwilliger I often say that the Roth IRA — and more-recent Roth 401(k) — is one of the greatest gifts
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