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    Strategies for Retirement Account Distributions
    John J. Diak, CFP®
    • Aug 27, 2019
    • 6 min

    Strategies for Retirement Account Distributions

    When the time comes for you to begin taking required minimum distributions (RMDs) from your retirement accounts, there are strategies you ca
    Turning the Page: Five Things Baby Boomers Need to Know About RMDs
    John J. Diak, CFP®
    • Apr 28, 2016
    • 4 min

    Turning the Page: Five Things Baby Boomers Need to Know About RMDs

    While first-timers officially have until April 1 of the following year to take their first annual required minimum distribution (RMD), doing so means you'll have to take two distributions in 2017. The times they are a changin' for baby boomers. The generation that lived through and influenced the revolution in the retirement industry is now poised to begin withdrawing money from their retirement-saving vehicles -- namely IRAs and/or employer-sponsored retirement plans. If you
    Shielding Retirement Assets From Taxes
    John J. Diak, CFP®
    • Dec 1, 2015
    • 5 min

    Shielding Retirement Assets From Taxes

    As hard as it is to believe, today's tax-advantaged plans -- including individual retirement accounts IRAs, 401(k)s, and rollover IRAs -- have the potential to make many employees millionaires. A 401(k) contribution of $433 per month, at 8% compounded monthly, would be worth more than $1 million after 35 years.1 These plans are also highly vulnerable to tax losses, if they are not bequeathed properly. For instance, a $1 million IRA inheritance could be whittled to almost noth

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