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How to Downsize Your RMDs

I was recently quoted in Kiplinger discussing Required Minimum Distributions and how to reduce their tax impact during retirement. Click the link to read the article.

Your Employer is Being Acquired: Now What?

In 2018, there were more than 15,000 mergers and acquisitions of public companies in North America, according to the IMAA Institute. The 10 largest were valued at $72 billion and up. As for private companies, in a given year thousands of private business owners sell their companies. If you work for a company being sold or acquired, many things could be at stake— including your financial security.

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