New hardship rules became effective January 1, 2019, for the calendar year plans, thanks to the Bipartisan Budget Act of 2018. Most of these rules are welcome changes which should make more funds available to plan participants who are experiencing financial hardship. There is some concern, however, that there will be more “leakage” of retirement […]
2018 will not go down as a great year in the investment world, as the volatility of the fourth quarter brought stock market losses across all major asset classes. Despite this, many actively managed mutual funds distributed significant taxable capital gains in December. This is the result of significant gains that have been building in these funds […]
Saving for college is no small feat. With the continually rising cost of tuition year after year it’s more important than ever to start saving early and often for a child’s college education. Thankfully, many extended family members sometimes contribute toward a child’s education. Grandparents are sometimes major contributors to a child’s college education as […]
Welcome to RTD Financial’s Aging Well Webinar Series. The third installment in our series features Metta Johnson of Metta Johnson and Associates, presenting “Housing Options for an Aging Population”. Overview Dynamics of aging Housing options Range of costs What to expect with each housing option Housing Options for an Aging Population Continuing Care Retirement Community […]
Welcome to RTD Financial’s Aging Well Webinar Series. The first installment in our series features Tracy Russo of HTA Financial, presenting “Medicare – Everything You Need to Know, But Didn’t Think to Ask”. Tracy discusses the following: Important Timeframes How and when to apply for Medicare, or change carriers Open Enrollment, Guaranteed Issue Periods, and […]