baby boomer

IRA RMD Basics for the First Year’s Distribution

Wednesday, November 01, 2017
Every year more Baby boomers move toward age 70 ½ and their first required distributions from their retirement accounts. For those boomers born between July 1, 1946 and June 30, 1947, you turned 70 ½ in 2017. You now need to take your first required minimum distribution (RMD) from your IRA accounts. Here are the basics of that first distribution.
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Boomers Want Technology Too!

Monday, November 28, 2016
It’s no secret that millennials and other young workers today value technology in terms of helping them manage their financial affairs. However, the value that savers place on technology is not limited to young savers. In fact, Boomers are seeking out and incorporating technology into their financial lives at an increasingly rapid rate... a fact that numerous studies and surveys have found.
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