Insights, Advice, and Conversations to Shape Your Financial Future
DISCUSS WITH RUSS
“Discuss With Russ” is your go-to resource for navigating the complex world of personal finance. Whether you’re looking to manage risk, seize new opportunities, or avoid common financial pitfalls, our blog offers insights to help you succeed at every stage of your financial journey.
We’re here to provide actionable strategies and thoughtful guidance to help you take control of your financial future.
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The SECURE Act
At the end of December 2019, Congress passed a funding resolution for the government which averted a shutdown. The intentions of this law are generally noble--to help more employees fund their senior years with workplace retirement plans which allow participants to save more money than they would through a typical IRA alone. But it also provides some significant changes which individuals and planners alike are going to have to wade through in the coming years.
Strategies for Retirement Account Distributions
When the time comes for you to begin taking required minimum distributions (RMDs) from your retirement accounts, there are strategies you can employ to be sure the numbers work in your favor.