Required Minimum Distributions (RMD) were paused last year and there is no word on pausing them again this year. It's important to understand the RMD rules apply to you because the penalty for not taking one can be large!
As we enter March many of us think of St. Patrick’s Day and the start of Spring. While it is fun to celebrate the month with shamrocks and pots of gold, we know that we all must create a little of our own “luck.” We cannot let life just happen to us. Putting in a little effort to plan for the important parts allows us to take advantage of opportunities and handle the hiccups along the way. If you are looking to start your Spring fresh, let us know what we can help you plan for!