Retirement

Knowing the rules about your qualified charitable distributions (QCD) can be complicated or confusing. Today, Paul and Evan talk about some interesting QCD options you

Today, Paul answers a listener who wants to know if he has to wait until he’s 70 ½ to make a QCD in December or

Do you have a realistic picture of what your retirement income will look like? Paul and the team share a ThinkAdvisor article called “5 Biggest

Even more rule changes are being considered for how to take the required minimum distributions (RMDs) on an inherited IRA. Paul and his team cover

Paul shares some insights about how people are living in retirement to help you make the right plan. Listen along to hear how things like

Paul talks to pension owners and shares why understanding the value of a pension is a more complex equation than most think. Having a plan

The state of Kentucky has brought to light some important issues for public pension owners to consider with the news that the Kentucky state pension

The future is a hard thing to think about; even so, doing what you can to give your future self more options and opportunities is