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The U.S. Treasury Department and IRS have issued guidance to clarify and, in some cases, expand provisions of the CARES Act dealing with retirement accounts, their owners, and their beneficiaries. Need to know more about what the new rules mean for your 2020 RMD, IRA rollover, or a Coronavirus-Related Distribution? Our answers to some frequently asked questions can help. Read more
Larry Swedroe and Katie Keary say longevity is a key challenge facing women in retirement and offer tips to help even the scales. Read more
Tim Maurer goes on CNBC’s “Power Lunch” to talk about what financial steps investors in their 40s should take first. Read more
Wealth Advisor Bill Morgan outlines the process for building an overarching spend-down strategy designed to minimize taxes over a lifetime. Read more
Tim Maurer revisits his list of places where (and in what order) you should spend (or save) your next available dollar. Read more
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