Archive | August, 2014

Expectancy: Turning the Tables

11 Aug

What the average investor may not know is that when it comes to doing the retirement savings math on life expectancy and required minimum distributions (RMDs), one size does not fit all. There are actually three different life expectancy tables that should be used: The first life expectancy table is the Single Life Expectancy Table, [...]

New converts

4 Aug

In my last post in this space, I talked about how the fact that tax reform seems to have been tabled for now in Congress, making a thoughtful decision on whether or not to convert to a Roth IRA became more difficult. As promised, however, for those of you still thinking about a conversion, I [...]