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Age Matters in Retirement Planning

by Craig Moser on July 28, 2017

Age matters as you approach your retirement years, and age matters in financial planning.   As a Certified Financial Planner, I’ve spent a lot of time developing Retirement Plans for my clients.   And it still surprises me how many don’t understand […]

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HSA Beneficiaries

by Craig Moser on July 21, 2017

If you have an HSA, you should think about what happens to your account after your death. The rules are a little tricky and careful planning is important to minimize the tax bite for HSA beneficiaries. You should name a […]

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The Score at Halftime: Your AGI

by Craig Moser on July 14, 2017

Sometimes the score at halftime really does matter. Take your tax return for instance.  Believe it or not, there is a halftime for your tax return. On your 1040 form, look at the bottom of the first page and the […]

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Quiz: What is a Rollover?

by Craig Moser on June 23, 2017

Many people think it’s easy to move retirement assets…but is it really?  Take our short quiz to test your knowledge and answer the question:  What is a Rollover?   The Quiz You are moving funds out of your employer-sponsored plan […]

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Quiz: An Accidental Beneficiary

by Craig Moser on June 2, 2017

If you own an IRA, you probably want it to pass to the correct beneficiaries.  I seriously doubt you want an accidental beneficiary inheriting your hard-earned assets. Knowledge is power and you need to be aware of the rules governing […]

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Managing Your Money Part 3: Diversification

by Craig Moser on May 25, 2017

Most people are familiar with the term “portfolio diversification.”  It’s generally known you shouldn’t invest all of your money in one stock, bond, or other investment vehicle.  However, my view of modern portfolio diversification has a different twist on the […]

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Splitting an Inherited IRA: The Stretch

by Craig Moser on April 27, 2017

Generally, the goal when naming beneficiaries on an Inherited IRA is for them to stretch required minimum distributions out as long as possible.  The tax code and current regulations support this goal by making the stretch option the default.  However, […]

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