Author Archives: georgette

Ask the Advisor: July 2020

Can You Tell Me How Recent Law Changes Affect RMDs From My 401(k)? Q:  The value of my 401(k) fell in March of this year and still hasn’t fully recovered.  I turned 70 in April.  Will I be forced to sell investments a ...

Benefit Bulletin: July 2020

Let’s Stop Calling For Payroll Tax Cuts.  Preserve Social Security and Medicare Instead By Rick Delaney, Chairman of the Board President Trump has said that he would not approve another COVID-19 stimulus bill i ...

Q & A: June 2020

Should She Sign Up For Unemployment or Disability? Q: My mom has Parkinson’s disease, but was still working until the coronavirus forced her company to shut down indefinitely.  She has applied for partial unemployment ...

Close