Articles & Resources

It’s time we talked about RMDs. I don’t mean “Really Messy Desks” or “Rapidly Melting Desserts.” (Though both of those realities are problematic and worth

Talk about a cruel example of adding insult to injury… Your spouse dies. A few months later, while you’re still reeling from grief, your CPA

In this blog post and companion video, I want to address a question someone posted after watching one of our YouTube videos dealing with Roth conversions. 

Many retirees don’t know an important fact. (No, not the fact that “Pickleball resulted in about 67,000 trips to the ER in 2023.”)1 This fact:

Byron thought he was doing “the retirement planning thing” right. He worked hard. He saved diligently. He watched the money in his traditional TSP grow

Susan’s new financial planner just gave her shocking news.  Because of her age, she has to start taking minimum distributions (i.e., withdrawals) from her traditional

Client: If I died with a $425,000 balance in my traditional IRA, that would be good, right?Advisor: Well…yes and no.Client: Okay, but what if I

I was recently listening to “The Great Retirement Debate,” a popular podcast co-hosted by Ed Slott, nationally recognized IRA expert, and Jeffrey Levine, Chief Planning Officer for

Amanda only recently started thinking about saving and investing. Her coworker Elaine has been saving money for years and is close to retirement. Both, however,

What are the worst retirement mistakes? Whether these five are “the worst” is certainly up for debate. (They’re not the only ways you can complicate

There’s a lot of chatter today about Roth conversions. If you’re like most people, you’ve got questions: As a financial planner at Christy Capital Management,

Mention retirement and most federal employees start wondering: All excellent questions! But there are four bigger, more pressing questions you should tackle first. They are:

Craig is confused. His brother is urging him to invest systematically:  “Just have $150 automatically deducted from each paycheck and put into your TSP. Over