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James McGlynn CFA, RICP
- Dec 18, 2020
- 3 min
401k Beneficiary Designations are Unique
He Gets, She Gets James McGlynn | December 15, 2020 IF YOU DESIGNATE beneficiaries for your retirement accounts, that’s usually a suref...
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James McGlynn CFA, RICP
- Oct 23, 2020
- 3 min
The Taxman Cometh
LATE LAST YEAR, Congress voted to kill off the so-called stretch IRA, which had allowed those who inherited retirement accounts to draw t...
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James McGlynn CFA, RICP
- Sep 29, 2020
- 3 min
Evolution of Investing Advice
I BEGAN MY CAREER in investments as a junior analyst at a public endowment fund. It was 1980 and I’d just finished my last investment cla...
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James McGlynn CFA, RICP
- Aug 17, 2020
- 4 min
My Retirement Plan
Like my LTC insurance, I find I’ve become something of a hybrid myself.
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James McGlynn CFA, RICP
- Jul 7, 2020
- 3 min
Divorce and Social Security
If You're married filing for Social Security can be confusing.
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James McGlynn CFA, RICP
- Jun 6, 2020
- 3 min
Roth Accounts
FUNDING A ROTH—and enjoying tax-free growth—may not have been an option for many high-income baby boomers when they were working. But the...
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James McGlynn CFA, RICP
- Jun 6, 2020
- 3 min
Where to save when just start working
WHEN I STARTED working fulltime in 1980, there were very few retirement savings vehicles available to the average worker. I remember sett...
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James McGlynn CFA, RICP
- Jun 5, 2020
- 2 min
Charitable donations from an IRA
IF YOU’RE in your 70s or older and you are charitably inclined, it’s time to get acquainted with one of your best financial friends: the ...
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James McGlynn CFA, RICP
- Jun 5, 2020
- 3 min
Medigap vs Medicare Advantage
REACHING AGE 65 is a financial relief for many folks—because they’re finally eligible for Medicare. But then disappointment often sets in...
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