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The Future of the RMD

Required Minimum Distributions, or RMDs, are distributions that must be made from a retirement account once the account holder reaches a certain age. One of the reasons the RMD exists is to force money that was originally tax-deferred to go through the tax system....

Teaching Kids About Money

One Saturday morning when I was around 10 years old, my Dad and I broke from our traditional routine of news, cartoons and cereal and took a walk. This wasn’t going to be our usual stroll around the neighborhood. We were walking to a bank branch that had recently...

Changes to the Child Tax Credit

Our baby girl will be here mid-December, and fingers crossed, she’ll make it in time to be included as a dependent on this year’s tax return. I’d say that sort of timing puts her on Santa’s nice list! Families with young children can take advantage of a few different...

Personal Security Planning

Personal Security Planning A question we get frequently is how best to go about protecting identity and other personal information. We’ve blogged about it in the past on multiple occasions, but these things can be moving targets as new technologies and schemes create...