The Truth About Money

by Ric Edelman
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.

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.