Month: May 2025

Blocks spelling “RMD” with money and a calculator in the background representing required minimum distributions from inherited IRAs
How The SECURE Act Changed Inherited IRA Rules

School of Saving and Investing

The SECURE Act changed the rules surrounding inherited IRAs and when beneficiaries must take distributions from the account.

A retiree doing part-time work
Working Part Time in Retirement: Benefits and Considerations

School of Financial Wellness

Consider these financial, emotional, and social implications before deciding to pursue part-time work during retirement.

A couple reviewing their debts
How Does Debt Affect Your Retirement Plan?

School of Financial Wellness

Debt can help you afford assets to create a successful financial future, or it can be the factor that derails your retirement plan.