RetirementGuyJun 242 min IRS Offers Relief to Retirement Plan Participants New guidelines for retirement loans and distributions due to COVID-19 On June 19, 2020, the Internal Revenue Service announced new guidel...
RetirementGuyMay 291 min3 Reasons Investors Shouldn't Leave the Old 401(k) Behind[Taken from the Library of Bob] US News & World Report By Kristin McFarlandNov. 9, 2018 Most investors don't realize the drawbacks of ign...
RetirementGuyMay 292 minGet SMART: Tips for Effective Goal SettingRegardless of which phase of the business life–cycle you're in, you can get SMART about setting goals to motivate yourself, move forward ...
RetirementGuyMay 291 minAnnual 2020 Limits & RatesWant a single PDF that covers many of the most popular tax limits and laws. From tax brackets, IRA contribution limits, Medicare Premium ...
RetirementGuyMay 74 minRisk: A Story of Two BrothersOne of the most overused words in the investment management space is "risk tolerance". It is almost purported that those who clearly know...
RetirementGuyMay 52 minMEGA Back Door Roth ContributionsHi RGC... I have gotten many questions over the years regarding different strategies to increase ones after-tax retirement account contri...
RetirementGuyMay 42 minRisks of Trying to Time the Market during Covid-19Success is achieved by time in the market, not in trying to time the market For the past two months, the market declines and market ralli...
RetirementGuyApr 273 minSPA: A Better Way To BudgetI am a huge fan of a budgeting methodology I call SPA. It stands for separate payment accounts. The idea behind SPA is to make budgeting ...