The New “Big Beautiful” Tax Bill
As you’ve most likely heard, there is big news coming out of D.C.: The so-called “Big Beautiful Bill” passed just before the…
Trump’s Tariffs: What They Are, What They Aren’t, and Why It Matters to Retirees
Trump’s tariffs are very much in the news right now. While the downsides of tariffs often get more attention, rightly so due to their…
25 Things Retirees Tend To Worry About (But May Not Need To)
The Dictionary of Bible Themes defines worry as “A sense of uneasiness and anxiety about the future. Scripture indicates that such anxiety is…
My RMD Withdrawals, QCDs, and Tax Withholding in 2025
I’ve written previously about withdrawing from my Traditional IRA to help fund our retirement. I’ve also described how I started making…
Preparing for an Important Retirement Financial Milestone in 2025
There are many retirement financial milestones to pay attention to: your penalty-free early distribution age from an IRA (59/12), eligibility…
Year-End Thoughts on Retirement Stewardship
First and foremost, thank you for subscribing to this blog. I’ve had quite a few new subscribers this year and really appreciate the…
Trump’s 2024 Campaign Promises and Retirees: Part One
In a previous article, I discussed the two presidential candidates’ major policy positions on taxes, the debt limit, and abortion. Taxes and…
Could I Have Done a Better Job of Tax Planning Before I Retired?
It’s that time of year again: income tax time. And I can’t be sure, but I think many retirees are generally more concerned about…
The Secure Act 2.0 May Have Passed While You Weren’t Looking
The Secure Act 2.0 was finally passed as just one part of a massive funding package by the outgoing congress just before Christmas on December…