RMDs Get Small Reprieve

RMDs Get Small Reprieve

For the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take required minimum withdrawals (RMD) from retirement accounts may already know we use these tables to calculate your RMD. Using these new tables is...
RMDs Get Small Reprieve

Rising Rates & Your Account

When bond yields go up, bond prices go down. It’s a time-tested principle, but it’s also one we haven’t experienced much since the pandemic began. At least, not until the past several weeks. You could feel the effect of rising yields in a near-term drop in price for...
RMDs Get Small Reprieve

The Power of the Consumer

In recent months, consumer confidence has been falling.  Provided by Kristin Hershey   A confident consumer can be a powerful ally in an economy. But when the consumer starts to have questions, we can measure consumer confidence in everything from retail sales to home...
RMDs Get Small Reprieve

Rising Rates & Your Account

When bond yields go up, bond prices go down. It’s a time-tested principle, but it’s also one we haven’t experienced much since the pandemic began. At least, not until the past several weeks. You could feel the effect of rising yields in a near-term drop in price for...
RMDs Get Small Reprieve

2022 Contribution Limits

Is it time to contribute more? Provided by Kristin Hershey Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.   Staying put for 2022 are traditional...