Oct 26, 2018 by Ric Edelman

4 Things to Do Before You Retire

Make sure you don't outlive your money.

A retirement checklist isn't as fun as filling out a bracket, but the potential payoff is much more important.

Oct 05, 2018 by Ric Edelman

When Should You Take Social Security?

You Can’t Rely Solely on the Math

The rules have changed and now it's much more difficult to figure out the right time for you. Learn about the questions you need to consider before making the decision.

Sep 14, 2018 by Ric Edelman

The 4 Traps of Required Minimum Distributions

Avoid these unless you want a big penalty.

Sometimes I think the IRS rules on Required Minimum Distributions are so complex that Congress did it on purpose to make you pay extra. Learn more about the 4 biggest traps before you get caught in one.