Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up.
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RMDs on Inherited Retirement Accounts in the Age of the SECURE Act
Tom Fridrich, Senior Wealth Planner Once upon a time, people would put money in their 401(k) or IRA accounts and know that – should their retirement savings outlive them – their loved ones would inherit the rest and all would essentially be well.