The Truth About Money

by Ric Edelman
Oct 19, 2018 by Ric Edelman

This Annuity Sounds Perfect, Here's Why It's a Trick

If it sounds too good to be true, it probably is.

No cap on earnings and a 10% bonus for signing up make this sound like a great annuity product. Learn the issues hidden in the fine print (and others) that mean is still just another annuity you don't need.

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.

Jan 30, 2015 by Ric Edelman

Why You Need to Watch Percentages and Yo-Yos

You have an investment that loses 10% one day, then gains 10% the next. You broke even, right? Wrong. Find out why and what you should focus on when looking at your portfolio.