Posts by Retirement by Design
Things to Tell Your Tax Preparer During Tax Season
Any time you get a 1099-R for a retirement plan transaction, make sure you give it to your tax preparer. The IRS gets copies of your 1099-Rs, so they need…
Read MoreCan You Pass This IRA Beneficiary Quiz?
Most people think it is easy to leave an IRA to their heirs. But is it? The following is a quick quiz. How many of these beneficiary questions can you…
Read More2016-2017 TAX PLANNING GUIDE
Time to Plan Your Year-End Taxes Click here to download this whitepaper. The simple word “taxes” can make people squirm as they think about all the details they need to…
Read MoreSpecial Update: 2016 in Review
Looking back on the final trading week of a very eventful year, we saw low volume and a break from the recent rallies for domestic indexes. While international stocks in…
Read More7 Important Steps to Finding the Right Financial Adviser for You
Imagine reading a good book. You invest time and emotion into the book wondering how it will turn out. There are ups and downs along the way, but you remain…
Read MoreHealth=Wealth 2017
Join us in a “lifestyle change challenge” to start improving your body and health and gain up to 10 more healthy and happy years. If you’d like to know how…
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