Think of RMDs as the grand finale of your retirement savings journey. Follow these guidelines to ensure you're taking RMD distributions in the most innovative and effective way possible.

So how do you know if you are a viable candidate for Roth conversions? Read these Pros and Cons to see if Roth conversions could be a great option for you.

Death isn’t fun. It’s not fun to talk about, to think about, or to deal with. This makes estate planning one of those ‘I’ll deal with it later’ kinds of things. It shouldn’t be. The question is: do you want to be prepared?

Every year we sift through our financial records, collect tax forms, and try to make sense of everything in our financial lives. I mean, if you’re putting forth the effort, why not make the best of it?